Proactive Wealth Strategies LLC Invesco Exchange Traded Fd Tr Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 6,268 shares of RWJ stock, worth $241,944. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,268
Previous 6,267
0.02%
Holding current value
$241,944
Previous $287,000
11.15%
% of portfolio
0.14%
Previous 0.15%
Shares
2 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