Potentia Wealth Invesco Exchange Traded Fd Tr Transaction History
Potentia Wealth
- $213 Billion
- Q1 2025
A detailed history of Potentia Wealth transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Potentia Wealth holds 112,111 shares of RWJ stock, worth $4.81 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
112,111
Previous 106,120
5.65%
Holding current value
$4.81 Million
Previous $4.86 Billion
6.04%
% of portfolio
2.14%
Previous 2.16%
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