Marshall & Sterling Wealth Advisors Inc. Invesco Exchange Traded Fd Tr Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 35,327 shares of RWK stock, worth $4 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
35,327
Previous 35,410
0.23%
Holding current value
$4 Million
Previous $4.12 Billion
7.39%
% of portfolio
2.59%
Previous 2.84%
Shares
2 transactions
Others Institutions Holding RWK
# of Institutions
129Shares Held
4.96MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY846KShares$95.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC629KShares$71.2 Million0.03% of portfolio
-
Fusion Family Wealth LLC523KShares$59.1 Million5.18% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$37.1 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ252KShares$28.5 Million0.06% of portfolio