Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

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 6,767 shares of RWJ stock, worth $279,274. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,767
Previous 6,767 -0.0%
Holding current value
$279,274
Previous $275 Million 99.9%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$40.15 - $47.73 $59,261 - $70,449
-1,476 Reduced 17.91%
6,767 $275 Million
Q4 2024

May 30, 2025
BUY
$44.2 - $49.46 $71,957 - $80,520
1,628 Added 24.06%
8,395 $384,000
Q4 2024

May 29, 2025
BUY
$44.2 - $49.46 $71,957 - $80,520
1,628 Added 24.06%
8,395 $384,000
Q4 2024

Feb 11, 2025
SELL
$44.2 - $49.46 $25,370 - $28,390
-574 Reduced 6.51%
8,243 $383 Million
Q3 2024

May 30, 2025
BUY
$39.15 - $46.02 $80,257 - $94,341
2,050 Added 30.29%
8,817 $403,000
Q3 2024

May 29, 2025
BUY
$39.15 - $46.02 $80,257 - $94,341
2,050 Added 30.29%
8,817 $403,000
Q3 2024

Nov 05, 2024
SELL
$39.15 - $46.02 $1.88 Million - $2.21 Million
-47,999 Reduced 84.48%
8,817 $403 Million
Q2 2024

May 29, 2025
BUY
$39.16 - $42.3 $1.96 Million - $2.12 Million
50,049 Added 739.6%
56,816 $2.28 Million
Q2 2024

Aug 07, 2024
BUY
$39.16 - $42.3 $81,648 - $88,195
2,085 Added 3.81%
56,816 $2.28 Billion
Q1 2024

May 28, 2025
BUY
$38.56 - $42.81 $1.62 Million - $1.8 Million
41,990 Added 620.51%
48,757 $2.09 Billion
Q1 2024

May 13, 2024
BUY
$38.56 - $42.81 $2.11 Million - $2.34 Million
54,731 New
54,731 $2.26 Billion

Others Institutions Holding RWJ

# of Institutions
213
Shares Held
24M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

RWJ Quotes by TradingView
  • Ticker RWJ
  • Sector ETFs
  • Industry ETFs
More about RWJ
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