Foresight Capital Management Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Foresight Capital Management Advisors, Inc.

$165 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 11, 2022	SELL	$101.31 - $122.44 $1,924 - $2,326	-19 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$112.99 - $126.4 $217,053 - $242,814	-1,921 Reduced 99.02%	19 $2,000
Q4 2021 May 04, 2022	BUY	$115.84 - $130.08 $224,729 - $252,355	1,940 New	1,940 $239,000

Others Institutions Holding RWJ

# of Institutions

190

Shares Held

20.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.91M
Shares

$133 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.22M
Shares

$102 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.9M
Shares

$86.9 Million
0.02% of portfolio
Fusion Family Wealth LLC

1.33M
Shares

$60.8 Million
5.62% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.29M
Shares

$59 Million
0.08% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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