Edge Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Edge Wealth Management LLC

$467 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 21, 2019	SELL	$56.24 - $67.3 $73,393 - $87,826	-1,305 Closed	0 $0
Q2 2019 Jul 15, 2019	BUY	$58.76 - $68.1 $76,681 - $88,870	1,305 New	1,305 $83,000

Others Institutions Holding RWJ

# of Institutions

212

Shares Held

23.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.1M
Shares

$120 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.29M
Shares

$88.6 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.14M
Shares

$82.8 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.49M
Shares

$57.5 Million
0.03% of portfolio
Fusion Family Wealth LLC

1.43M
Shares

$55 Million
5.33% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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