Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 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 13,364 shares of RWL stock, worth $1.39 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
13,364
Previous 12,581
6.22%
Holding current value
$1.39 Million
Previous $1.25 Billion
11.52%
% of portfolio
0.4%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding RWL
# of Institutions
273Shares Held
37.8MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA7.85MShares$819 Million0.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.21MShares$440 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.11MShares$429 Million0.17% of portfolio
-
Morgan Stanley New York, NY2.81MShares$293 Million0.02% of portfolio
-
Allworth Financial LP2.25MShares$235 Million1.17% of portfolio