Klingman & Associates, LLC Invesco Exchange Traded Fd Tr Transaction History

Klingman & Associates, LLC

  • $1.63 Billion
  • Q1 2025

A detailed history of Klingman & Associates, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Klingman & Associates, LLC holds 28,569 shares of RWJ stock, worth $1.24 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
28,569
Previous 28,569 -0.0%
Holding current value
$1.24 Million
Previous $1.31 Million 11.09%
% of portfolio
0.07%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$44.2 - $49.46 $14,586 - $16,321
-330 Reduced 1.14%
28,569 $1.31 Million
Q2 2024

Jul 30, 2024
SELL
$39.16 - $42.3 $8,184 - $8,840
-209 Reduced 0.72%
28,899 $1.16 Million
Q3 2023

Oct 30, 2023
BUY
$35.65 - $117.78 $680,023 - $2.25 Million
19,075 Added 190.12%
29,108 $1.06 Million
Q2 2023

Jul 31, 2023
BUY
$104.2 - $114.53 $34,386 - $37,794
330 Added 3.4%
10,033 $1.14 Million
Q3 2022

Oct 28, 2022
SELL
$31.99 - $122.01 $639 - $2,440
-20 Reduced 0.21%
9,703 $933,000
Q2 2021

Jul 27, 2021
SELL
$111.5 - $126.04 $10,035 - $11,343
-90 Reduced 0.92%
9,723 $1.17 Million
Q1 2021

Apr 29, 2021
SELL
$80.39 - $123.54 $16,078 - $24,708
-200 Reduced 2.0%
9,813 $1.12 Million
Q2 2020

Aug 04, 2020
SELL
$38.08 - $63.48 $44,363 - $73,954
-1,165 Reduced 10.42%
10,013 $549,000
Q2 2019

Sep 27, 2019
BUY
$58.76 - $68.1 $656,819 - $761,221
11,178 New
11,178 $706,000

Others Institutions Holding RWJ

# of Institutions
213
Shares Held
24M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

RWJ Quotes by TradingView
  • Ticker RWJ
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