Proactive Wealth Strategies LLC Invesco Exchange Traded Fd Tr Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 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 6,230 shares of RWJ stock, worth $297,420. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,230
Previous 6,268
0.61%
Holding current value
$297,420
Previous $255,000
5.88%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding RWJ
# of Institutions
205Shares Held
20.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.71MShares$129 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.05MShares$98.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.79MShares$85.6 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.44MShares$69 Million5.32% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$61.7 Million0.08% of portfolio