Potentia Wealth Invesco Exchange Traded Fd Tr Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Potentia Wealth holds 106,120 shares of RWJ stock, worth $4.88 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

106,120

Holding current value

$4.88 Million

% of portfolio

2.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$44.2 - $49.46 $4.69 Million - $5.25 Million	106,120 New	106,120 $4.86 Billion

Others Institutions Holding RWJ

# of Institutions

206

Shares Held

23.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.1M
Shares

$143 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.22M
Shares

$102 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.9M
Shares

$87.4 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.49M
Shares

$68.4 Million
0.03% of portfolio
Fusion Family Wealth LLC

1.36M
Shares

$62.7 Million
5.71% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
Sector ETFs
Industry ETFs

More about RWJ

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