Morgan Rosel Wealth Management, LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History
Morgan Rosel Wealth Management, LLC
- $271 Million
- Q2 2024
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Invesco ETF Tr Ii Dwa Smallcap stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 3,935 shares of DWAS stock, worth $342,187. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,935
Previous 4,126
4.63%
Holding current value
$342,187
Previous $375,000
10.93%
% of portfolio
0.12%
Previous 0.14%
Shares
15 transactions
Others Institutions Holding DWAS
# of Institutions
102Shares Held
8.76MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6MShares$522 Million1.27% of portfolio
-
Money Concepts Capital Corp374KShares$32.5 Million2.86% of portfolio
-
Morgan Stanley New York, NY362KShares$31.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA247KShares$21.5 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL246KShares$21.4 Million0.01% of portfolio