Montag A & Associates Inc Invesco Exchange Traded Fd Tr Transaction History

Montag A & Associates Inc

$2.09 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	BUY	$80.39 - $123.54 $80 - $123	1 New	1 $0

Others Institutions Holding RWJ

# of Institutions

191

Shares Held

21M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.91M
Shares

$139 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.22M
Shares

$106 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.9M
Shares

$90.8 Million
0.02% of portfolio
Fusion Family Wealth LLC

1.33M
Shares

$63.5 Million
5.62% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.29M
Shares

$61.6 Million
0.08% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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