Regentatlantic Capital LLC Invesco Exchange Traded Fd Tr Transaction History

Regentatlantic Capital LLC

$3.34 Billion
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$112.99 - $126.4 $211,291 - $236,368	-1,870 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$111.5 - $126.04 $208,505 - $235,694	1,870 New	1,870 $225,000

Others Institutions Holding RWJ

# of Institutions

179

Shares Held

20.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.88M
Shares

$115 Million
0.07% of portfolio
Morgan Stanley New York, NY

2.17M
Shares

$87 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.43M
Shares

$57.1 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.34M
Shares

$53.5 Million
0.09% of portfolio
Fusion Family Wealth LLC

1.24M
Shares

$49.8 Million
5.51% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regentatlantic Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regentatlantic Capital LLC with notifications on news.