Eisner Amper Wealth Management Corporate Benefits, LLC Invesco Exchange Traded Fd Tr Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 04, 2023	BUY	$105.74 - $126.98 $232,310 - $278,975	2,197 New	2,197 $246,000

Others Institutions Holding RWJ

# of Institutions

209

Shares Held

23.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.1M
Shares

$140 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.29M
Shares

$103 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.14M
Shares

$96.6 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.49M
Shares

$67.1 Million
0.03% of portfolio
Fusion Family Wealth LLC

1.36M
Shares

$61.5 Million
5.71% of portfolio

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