Goal Vest Advisory LLC Invesco Exchange Traded Fd Tr Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 658 shares of RWL stock, worth $64,944. This represents 0.02% of its overall portfolio holdings.

Number of Shares

658

Holding current value

$64,944

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$90.36 - $98.07 $59,456 - $64,530	658 New	658 $64,000

Others Institutions Holding RWL

# of Institutions

214

Shares Held

25.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.46M
Shares

$342 Million
0.16% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.21M
Shares

$317 Million
0.08% of portfolio
Morgan Stanley New York, NY

2.85M
Shares

$281 Million
0.02% of portfolio
Allworth Financial LP

2.4M
Shares

$237 Million
1.46% of portfolio
Bank Of America Corp Charlotte, NC

1.86M
Shares

$184 Million
0.02% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWL
Sector ETFs
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Goal Vest Advisory LLC Invesco Exchange Traded Fd Tr Transaction History