Fusion Family Wealth LLC Invesco Exchange Traded Fd Tr Transaction History
Fusion Family Wealth LLC
- $982 Million
- Q2 2024
A detailed history of Fusion Family Wealth LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fusion Family Wealth LLC holds 1,267,372 shares of RWJ stock, worth $58.1 Million. This represents 5.17% of its overall portfolio holdings.
Number of Shares
1,267,372
Previous 1,242,729
1.98%
Holding current value
$58.1 Million
Previous $53.2 Million
4.55%
% of portfolio
5.17%
Previous 5.51%
Shares
21 transactions
Others Institutions Holding RWJ
# of Institutions
176Shares Held
19.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.82MShares$129 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.18MShares$99.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$77.5 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.26MShares$57.9 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC929KShares$42.6 Million0.0% of portfolio