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 1,415,712 shares of RWL stock, worth $138 Million. This represents 12.83% of its overall portfolio holdings.

Number of Shares
1,415,712
Previous 1,360,092 4.09%
Holding current value
$138 Million
Previous $126 Million 10.21%
% of portfolio
12.83%
Previous 12.83%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$90.36 - $98.07 $5.03 Million - $5.45 Million
55,620 Added 4.09%
1,415,712 $139 Million
Q2 2024

Jul 31, 2024

BUY
$89.19 - $93.47 $345,789 - $362,383
3,877 Added 0.29%
1,360,092 $126 Million
Q1 2024

May 10, 2024

BUY
$84.24 - $93.73 $2.25 Million - $2.5 Million
26,651 Added 2.0%
1,356,215 $127 Million
Q4 2023

Jan 29, 2024

SELL
$74.89 - $85.43 $15,277 - $17,427
-204 Reduced 0.02%
1,329,564 $113 Million
Q3 2023

Oct 24, 2023

BUY
$78.03 - $82.8 $541,918 - $575,046
6,945 Added 0.53%
1,329,768 $104 Million
Q2 2023

Jul 20, 2023

BUY
$74.39 - $80.0 $1.84 Million - $1.98 Million
24,784 Added 1.91%
1,322,823 $106 Million
Q1 2023

Apr 20, 2023

BUY
$72.67 - $79.42 $481,802 - $526,554
6,630 Added 0.51%
1,298,039 $98.8 Million
Q4 2022

Jan 24, 2023

BUY
$68.0 - $78.61 $12.3 Million - $14.2 Million
181,214 Added 16.32%
1,291,409 $0
Q3 2022

Oct 19, 2022

SELL
$67.11 - $79.22 $10.3 Million - $12.1 Million
-153,172 Reduced 12.12%
1,110,195 $80.8 Million
Q2 2022

Jul 11, 2022

BUY
$68.34 - $82.04 $7.43 Million - $8.92 Million
108,684 Added 9.41%
1,263,367 $88.3 Million
Q1 2022

Apr 28, 2022

BUY
$75.85 - $81.95 $7.46 Million - $8.06 Million
98,386 Added 9.31%
1,154,683 $93.1 Million
Q4 2021

Jan 20, 2022

SELL
$72.97 - $80.12 $3.93 Million - $4.32 Million
-53,898 Reduced 4.85%
1,056,297 $84.9 Million
Q3 2021

Oct 14, 2021

BUY
$72.05 - $76.16 $2.32 Million - $2.45 Million
32,131 Added 2.98%
1,110,195 $80.8 Million
Q2 2021

Jul 30, 2021

SELL
$69.98 - $74.67 $540,945 - $577,199
-7,730 Reduced 0.71%
1,078,064 $79.5 Million
Q1 2021

Apr 29, 2021

BUY
$61.69 - $69.81 $5 Million - $5.66 Million
81,071 Added 8.07%
1,085,794 $75.5 Million
Q4 2020

Feb 09, 2021

BUY
$52.84 - $62.96 $1.43 Million - $1.7 Million
27,076 Added 2.77%
1,004,723 $62.6 Million
Q3 2020

Nov 09, 2020

BUY
$50.42 - $57.27 $4.93 Million - $5.6 Million
97,830 Added 11.12%
977,647 $52.7 Million
Q2 2020

Aug 13, 2020

SELL
$41.94 - $55.59 $777,693 - $1.03 Million
-18,543 Reduced 2.06%
879,817 $45 Million
Q1 2020

May 06, 2020

BUY
$37.98 - $59.83 $2.73 Million - $4.31 Million
71,954 Added 8.71%
898,360 $39.4 Million
Q4 2019

Jan 29, 2020

SELL
$52.07 - $58.65 $60,869 - $68,561
-1,169 Reduced 0.14%
826,406 $48.2 Million
Q3 2019

Oct 31, 2019

BUY
$51.15 - $55.06 $1.74 Million - $1.87 Million
33,975 Added 4.28%
827,575 $44.6 Million
Q2 2019

Aug 06, 2019

BUY
$49.7 - $53.6 $39.4 Million - $42.5 Million
793,600 New
793,600 $42.4 Million

Others Institutions Holding RWL

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker RWL
  • Sector ETFs
  • Industry ETFs
More about RWL
Track This Portfolio

Track Fusion Family Wealth LLC Portfolio

Follow Fusion Family Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fusion Family Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fusion Family Wealth LLC with notifications on news.