Elmwood Wealth Management, Inc. Invesco ETF Tr Ii Var Rate Pfd Transaction History
Elmwood Wealth Management, Inc.
- $222 Million
- Q3 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Invesco ETF Tr Ii Var Rate Pfd stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 149,322 shares of VRP stock, worth $3.68 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
149,322
Previous 130,469
14.45%
Holding current value
$3.68 Million
Previous $3.13 Million
16.83%
% of portfolio
1.64%
Previous 1.52%
Shares
7 transactions
Others Institutions Holding VRP
# of Institutions
247Shares Held
40.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.51MShares$160 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.92MShares$96.6 Million0.01% of portfolio
-
Ubs Group Ag2.5MShares$61.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.3MShares$56.7 Million0.01% of portfolio
-
Advisory Alpha, LLC2.01MShares$49.5 Million1.92% of portfolio