Mark Sheptoff Financial Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Mark Sheptoff Financial Planning, LLC
- $180 Million
- Q2 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 341 shares of RWL stock, worth $37,421. This represents 0.02% of its overall portfolio holdings.
Number of Shares
341
Previous 242
40.91%
Holding current value
$37,421
Previous $24,000
45.83%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding RWL
# of Institutions
294Shares Held
42.4MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA8.18MShares$897 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.8MShares$527 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.68MShares$404 Million0.1% of portfolio
-
Morgan Stanley New York, NY3.01MShares$330 Million0.02% of portfolio
-
Vantagepoint Investment Advisers LLC2.27MShares$249 Million2.14% of portfolio