Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,243 shares of RWJ stock, worth $371,347. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,243
Previous 8,817
6.51%
Holding current value
$371,347
Previous $403 Million
5.08%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding RWJ
# of Institutions
209Shares Held
23.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.1MShares$140 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.29MShares$103 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.14MShares$96.6 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.49MShares$67.1 Million0.03% of portfolio
-
Fusion Family Wealth LLC1.36MShares$61.5 Million5.71% of portfolio