Daner Wealth Management, LLC Invesco Actively Managed ETF T Transaction History
Daner Wealth Management, LLC
- $145 Billion
- Q2 2025
A detailed history of Daner Wealth Management, LLC transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Daner Wealth Management, LLC holds 108,661 shares of GTO stock, worth $5.19 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
108,661
Previous 70,365
54.42%
Holding current value
$5.19 Million
Previous $3.28 Billion
55.82%
% of portfolio
3.52%
Previous 2.4%
Shares
2 transactions
Others Institutions Holding GTO
# of Institutions
213Shares Held
38MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.04MShares$193 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.99MShares$143 Million0.27% of portfolio
-
Envestnet Asset Management Inc2.83MShares$135 Million0.04% of portfolio
-
Invesco Ltd. Atlanta, GA2.41MShares$115 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.89MShares$90.5 Million0.01% of portfolio