New Insight Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History
New Insight Wealth Advisors
- $220 Billion
- Q1 2025
A detailed history of New Insight Wealth Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, New Insight Wealth Advisors holds 13,708 shares of RWJ stock, worth $529,128. This represents 0.25% of its overall portfolio holdings.
Number of Shares
13,708
Previous 15,133
9.42%
Holding current value
$529,128
Previous $692 Million
19.43%
% of portfolio
0.25%
Previous 0.35%
Shares
6 transactions
Others Institutions Holding RWJ
# of Institutions
213Shares Held
23.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.1MShares$120 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.29MShares$88.5 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.14MShares$82.7 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.49MShares$57.5 Million0.03% of portfolio
-
Fusion Family Wealth LLC1.43MShares$55 Million5.33% of portfolio