Kestra Private Wealth Services, LLC Invesco Exchange Traded Fd Tr Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 5,083 shares of RWJ stock, worth $238,799. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,083
Previous 4,644
9.45%
Holding current value
$238,799
Previous $201,000
21.89%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RWJ
# of Institutions
213Shares Held
20.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.93MShares$137 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.09MShares$98.2 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.56MShares$73.5 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.44MShares$67.6 Million5.59% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$60.7 Million0.08% of portfolio