Lionsbridge Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Lionsbridge Wealth Management LLC

  • $104 Million
  • Q1 2025

A detailed history of Lionsbridge Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 22,404 shares of RWJ stock, worth $996,081. This represents 0.88% of its overall portfolio holdings.

Number of Shares
22,404
Previous 25,917 13.55%
Holding current value
$996,081
Previous $1.19 Million 23.12%
% of portfolio
0.88%
Previous 1.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$40.15 - $47.73 $141,046 - $167,675
-3,513 Reduced 13.55%
22,404 $911,000
Q4 2024

Jan 16, 2025
SELL
$44.2 - $49.46 $127,119 - $142,246
-2,876 Reduced 9.99%
25,917 $1.19 Million
Q3 2024

Nov 01, 2024
BUY
$39.15 - $46.02 $1.13 Million - $1.33 Million
28,793 New
28,793 $1.32 Million

Others Institutions Holding RWJ

# of Institutions
214
Shares Held
23.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

RWJ Quotes by TradingView
  • Ticker RWJ
  • Sector ETFs
  • Industry ETFs
More about RWJ
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