Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 12,745 shares of RWL stock, worth $1.43 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,745
Previous 13,364 4.63%
Holding current value
$1.43 Million
Previous $1.39 Billion 1.19%
% of portfolio
0.37%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$102.17 - $110.66 $63,243 - $68,498
-619 Reduced 4.63%
12,745 $1.41 Billion
Q2 2025

Jul 28, 2025
BUY
$89.02 - $104.29 $69,702 - $81,659
783 Added 6.22%
13,364 $1.39 Billion
Q1 2025

Apr 23, 2025
BUY
$96.9 - $104.39 $1.22 Million - $1.31 Million
12,581 New
12,581 $1.25 Billion
Q4 2023

Feb 14, 2024
BUY
$74.89 - $85.43 $192,991 - $220,153
2,577 New
2,577 $220 Million

Others Institutions Holding RWL

# of Institutions
306
Shares Held
45.2M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

RWL Quotes by TradingView
  • Ticker RWL
  • Sector ETFs
  • Industry ETFs
More about RWL
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