Legacy Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Legacy Financial Advisors, Inc.
- $498 Million
- Q1 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 27,193 shares of RWJ stock, worth $1.13 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
27,193
Previous 26,176
3.89%
Holding current value
$1.13 Million
Previous $1.2 Million
7.6%
% of portfolio
0.22%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding RWJ
# of Institutions
213Shares Held
24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.16MShares$132 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.71MShares$113 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.04MShares$85.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.54MShares$64.1 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.43MShares$59.4 Million5.33% of portfolio