Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 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 12,581 shares of RWL stock, worth $1.2 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
12,581Holding current value
$1.2 Million% of portfolio
0.42%Shares
2 transactions
Others Institutions Holding RWL
# of Institutions
255Shares Held
28.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4MShares$380 Million0.16% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.23MShares$307 Million0.08% of portfolio
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Morgan Stanley New York, NY2.91MShares$276 Million0.02% of portfolio
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Allworth Financial LP2.21MShares$210 Million1.25% of portfolio
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Bank Of America Corp Charlotte, NC1.96MShares$186 Million0.02% of portfolio