Forbes J M & CO LLP Invesco Exchange Traded Fd Tr Transaction History

Forbes J M & CO LLP

$1.01 Billion
Q4 2024

A detailed history of Forbes J M & CO LLP transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Forbes J M & CO LLP holds 11,389 shares of RWJ stock, worth $483,121. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,389

Holding current value

$483,121

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$44.2 - $49.46 $503,393 - $563,299	11,389 New	11,389 $521,000

Others Institutions Holding RWJ

# of Institutions

209

Shares Held

23.4M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.1M
Shares

$132 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.29M
Shares

$97.3 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.14M
Shares

$90.9 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.49M
Shares

$63.2 Million
0.03% of portfolio
Fusion Family Wealth LLC

1.36M
Shares

$57.9 Million
5.71% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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