Marshall Financial Group LLC Invesco Exchange Traded Fd Tr Transaction History

Marshall Financial Group LLC

$449 Million
Q1 2025

A detailed history of Marshall Financial Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Marshall Financial Group LLC holds 7,527 shares of RWL stock, worth $730,645. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,527

Previous 7,533 0.08%

Holding current value

$730,645

Previous $737,000 1.36%

% of portfolio

0.17%

Previous 0.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$96.9 - $104.39 $581 - $626	-6 Reduced 0.08%	7,527 $747,000
Q4 2024 Jan 21, 2025	BUY	$97.11 - $104.1 $291 - $312	3 Added 0.04%	7,533 $737,000
Q3 2024 Oct 16, 2024	BUY	$90.36 - $98.07 $542 - $588	6 Added 0.08%	7,530 $738,000
Q2 2024 Jul 19, 2024	BUY	$89.19 - $93.47 $52,354 - $54,866	587 Added 8.46%	7,524 $696,000
Q1 2024 Apr 19, 2024	BUY	$84.24 - $93.73 $1,179 - $1,312	14 Added 0.2%	6,937 $650,000
Q4 2023 Jan 10, 2024	BUY	$74.89 - $85.43 $224 - $256	3 Added 0.04%	6,923 $590,000
Q3 2023 Oct 19, 2023	BUY	$78.03 - $82.8 $1,638 - $1,738	21 Added 0.3%	6,920 $540,000
Q2 2023 Jul 17, 2023	SELL	$74.39 - $80.0 $23,432 - $25,200	-315 Reduced 4.37%	6,899 $551,000
Q1 2023 Apr 18, 2023	SELL	$72.67 - $79.42 $40,186 - $43,919	-553 Reduced 7.12%	7,214 $548,000
Q4 2022 Feb 01, 2023	SELL	$68.0 - $78.61 $129,676 - $149,909	-1,907 Reduced 19.71%	7,767 $574,000
Q3 2022 Oct 12, 2022	SELL	$67.11 - $79.22 $1,543 - $1,822	-23 Reduced 0.24%	9,674 $649,000
Q2 2022 Jul 25, 2022	BUY	$68.34 - $82.04 $83,306 - $100,006	1,219 Added 14.38%	9,697 $678,000
Q1 2022 May 10, 2022	SELL	$75.85 - $81.95 $13,046 - $14,095	-172 Reduced 1.99%	8,478 $684,000
Q4 2021 Jan 27, 2022	SELL	$72.97 - $80.12 $2,626 - $2,884	-36 Reduced 0.41%	8,650 $692,000
Q3 2021 Oct 28, 2021	SELL	$72.05 - $76.16 $11,383 - $12,033	-158 Reduced 1.79%	8,686 $632,000
Q2 2021 Jul 14, 2021	SELL	$69.98 - $74.67 $18,964 - $20,235	-271 Reduced 2.97%	8,844 $652,000
Q1 2021 Apr 20, 2021	SELL	$61.69 - $69.81 $15,977 - $18,080	-259 Reduced 2.76%	9,115 $634,000
Q4 2020 Jan 29, 2021	BUY	$52.84 - $62.96 $495,322 - $590,187	9,374 New	9,374 $584,000

Others Institutions Holding RWL

# of Institutions

263

Shares Held

29M

Call Options Held

Put Options Held

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Marshall Financial Group LLC Invesco Exchange Traded Fd Tr Transaction History