Cornerstone Planning Group LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 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 3,594 shares of DWAS stock, worth $353,469. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,594
Previous 3,482
3.22%
Holding current value
$353,469
Previous $288 Million
16.37%
% of portfolio
0.09%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding DWAS
# of Institutions
101Shares Held
8.67MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.12MShares$602 Million1.28% of portfolio
-
Morgan Stanley New York, NY366KShares$36 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL251KShares$24.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA225KShares$22.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC208KShares$20.5 Million0.0% of portfolio