Marshall & Sterling Wealth Advisors Inc. Invesco Exchange Traded Fd Tr Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 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 35,113 shares of RWK stock, worth $4.32 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares
35,113
Previous 35,327 0.61%
Holding current value
$4.32 Million
Previous $3.81 Billion 7.51%
% of portfolio
2.77%
Previous 2.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$94.8 - $117.22 $20,287 - $25,085
-214 Reduced 0.61%
35,113 $4.1 Billion
Q1 2025

May 15, 2025
SELL
$106.43 - $123.29 $8,833 - $10,233
-83 Reduced 0.23%
35,327 $3.81 Billion
Q4 2024

Feb 14, 2025
BUY
$114.67 - $126.49 $4.06 Million - $4.48 Million
35,410 New
35,410 $4.12 Billion

Others Institutions Holding RWK

# of Institutions
128
Shares Held
4.66M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

RWK Quotes by TradingView
  • Ticker RWK
  • Sector ETFs
  • Industry ETFs
More about RWK
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email