High Mark Wealth Management LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History
High Mark Wealth Management LLC
- $173 Million
- Q4 2024
A detailed history of High Mark Wealth Management LLC transactions in Invesco ETF Tr Ii Dwa Smallcap stock. As of the latest transaction made, High Mark Wealth Management LLC holds 47,612 shares of DWAS stock, worth $4.42 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
47,612
Previous 48,196
1.21%
Holding current value
$4.42 Million
Previous $4.48 Million
2.88%
% of portfolio
2.52%
Previous 2.46%
Shares
5 transactions
Others Institutions Holding DWAS
# of Institutions
104Shares Held
8.65MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.12MShares$568 Million1.21% of portfolio
-
Morgan Stanley New York, NY366KShares$34.1 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL251KShares$23.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA225KShares$20.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC208KShares$19.3 Million0.0% of portfolio