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 $4.15 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
35,113
Previous 35,327
0.61%
Holding current value
$4.15 Million
Previous $3.81 Billion
7.51%
% of portfolio
2.77%
Previous 2.59%
Shares
3 transactions
Others Institutions Holding RWK
# of Institutions
130Shares Held
4.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY862KShares$102 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC596KShares$70.5 Million0.02% of portfolio
-
Fusion Family Wealth LLC522KShares$61.7 Million5.19% of portfolio
-
Wells Fargo & Company San Francisco, CA274KShares$32.4 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ239KShares$28.2 Million0.06% of portfolio