Partners Wealth Management, LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History
Partners Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Partners Wealth Management, LLC transactions in Invesco ETF Tr Ii Dwa Smallcap stock. As of the latest transaction made, Partners Wealth Management, LLC holds 5,698 shares of DWAS stock, worth $477,663. This represents 0.5% of its overall portfolio holdings.
Number of Shares
5,698
Previous 5,538
2.89%
Holding current value
$477,663
Previous $506 Million
12.11%
% of portfolio
0.5%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding DWAS
# of Institutions
103Shares Held
6.81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.15MShares$348 Million0.63% of portfolio
-
Morgan Stanley New York, NY364KShares$30.6 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL251KShares$21 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL218KShares$18.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA201KShares$16.8 Million0.0% of portfolio