Retirement Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$112.99 - $126.4 $1,129 - $1,264	-10 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$109.9 - $121.42 $1,099 - $1,214	10 New	10 $1,000

Others Institutions Holding RWJ

# of Institutions

178

Shares Held

19.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.82M
Shares

$128 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.18M
Shares

$98.6 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.69M
Shares

$76.5 Million
0.02% of portfolio
Fusion Family Wealth LLC

1.27M
Shares

$57.4 Million
5.17% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.26M
Shares

$57.1 Million
0.07% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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