Davies Financial Advisors, Inc. Invesco Ex Traded Self Indx Fd Transaction History
Davies Financial Advisors, Inc.
- $117 Billion
- Q1 2025
A detailed history of Davies Financial Advisors, Inc. transactions in Invesco Ex Traded Self Indx Fd stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 43,185 shares of IUS stock, worth $2.05 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
43,185
Previous 19,334
123.36%
Holding current value
$2.05 Million
Previous $960 Million
121.98%
% of portfolio
1.82%
Previous 0.82%
Shares
4 transactions
Others Institutions Holding IUS
# of Institutions
95Shares Held
6.75MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.03MShares$49.1 Million0.02% of portfolio
-
Aveo Capital Partners, LLC532KShares$25.3 Million3.09% of portfolio
-
Envestnet Asset Management Inc393KShares$18.6 Million0.01% of portfolio
-
Intelligence Driven Advisers, LLC388KShares$18.4 Million3.72% of portfolio
-
Northwestern Mutual Wealth Management CO281KShares$13.3 Million0.01% of portfolio