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 $13.6 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

138,124

Previous 135,355 2.05%

Holding current value

$13.6 Million

Previous $13.3 Million 1.89%

% of portfolio

0.82%

Previous 0.9%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$97.11 - $104.1 $268,897 - $288,252	2,769 Added 2.05%	138,124 $13.5 Million
Q3 2024 Nov 08, 2024	BUY	$90.36 - $98.07 $473,034 - $513,396	5,235 Added 4.02%	135,355 $13.3 Million
Q2 2024 Aug 13, 2024	BUY	$89.19 - $93.47 $2.67 Million - $2.79 Million	29,883 Added 29.81%	130,120 $12.1 Million
Q1 2024 Jun 11, 2024	BUY	$84.24 - $93.73 $2.4 Million - $2.67 Million	28,506 Added 39.74%	100,237 $9.4 Million
Q4 2023 Feb 09, 2024	BUY	$74.89 - $85.43 $752,419 - $858,315	10,047 Added 16.29%	71,731 $6.12 Million
Q3 2023 Nov 03, 2023	BUY	$78.03 - $82.8 $3.62 Million - $3.84 Million	46,350 Added 302.27%	61,684 $4.82 Million
Q2 2023 Aug 04, 2023	BUY	$74.39 - $80.0 $373,958 - $402,160	5,027 Added 48.77%	15,334 $1.23 Million
Q1 2023 May 11, 2023	BUY	$72.67 - $79.42 $32,047 - $35,024	441 Added 4.47%	10,307 $784,000
Q4 2022 Feb 09, 2023	BUY	$68.0 - $78.61 $670,888 - $775,566	9,866 New	9,866 $729,000

Others Institutions Holding RWL

# of Institutions

251

Shares Held

28.5M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWL
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History