Legacy Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Legacy Financial Advisors, Inc.
- $527 Million
- Q2 2025
A detailed history of Legacy Financial Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 29,217 shares of RWJ stock, worth $1.39 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
29,217
Previous 27,193
7.44%
Holding current value
$1.39 Million
Previous $1.11 Million
14.29%
% of portfolio
0.24%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding RWJ
# of Institutions
205Shares Held
20.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.71MShares$129 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.05MShares$98.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.79MShares$85.6 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.44MShares$69 Million5.32% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$61.7 Million0.08% of portfolio