Cornerstone Planning Group LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History
Cornerstone Planning Group LLC
- $322 Billion
- Q1 2024
A detailed history of Cornerstone Planning Group LLC transactions in Invesco ETF Tr Ii Dwa Smallcap stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 3,352 shares of DWAS stock, worth $283,311. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,352
Previous 2,765
21.23%
Holding current value
$283,311
Previous $232 Million
25.96%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DWAS
# of Institutions
95Shares Held
8.11MCall Options Held
5.5KPut Options Held
0-
Wealth Enhancement Advisory Services, LLC5.57MShares$471 Million1.37% of portfolio
-
Morgan Stanley New York, NY355KShares$30 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA275KShares$23.2 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL243KShares$20.5 Million0.02% of portfolio
-
Money Concepts Capital Corp226KShares$19.1 Million1.95% of portfolio