Montis Financial, LLC Invesco Exchange Traded Fd Tr Transaction History
Montis Financial, LLC
- $338 Million
- Q1 2025
A detailed history of Montis Financial, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Montis Financial, LLC holds 8,673 shares of RWJ stock, worth $371,898. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,673
Previous 12,956
33.06%
Holding current value
$371,898
Previous $592,000
40.54%
% of portfolio
0.1%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding RWJ
# of Institutions
213Shares Held
24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.16MShares$136 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.71MShares$116 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.04MShares$87.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.54MShares$65.9 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.43MShares$61.1 Million5.33% of portfolio