Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 138,124 shares of RWL stock, worth $13.3 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
138,124
Previous 135,355
2.05%
Holding current value
$13.3 Million
Previous $13.3 Million
1.89%
% of portfolio
0.82%
Previous 0.9%
Shares
9 transactions
Others Institutions Holding RWL
# of Institutions
258Shares Held
28.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4MShares$385 Million0.16% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.23MShares$311 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.91MShares$280 Million0.02% of portfolio
-
Allworth Financial LP2.21MShares$212 Million1.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.96MShares$188 Million0.02% of portfolio