Simplicity Wealth,Llc Invesco Exchange Traded Fd Tr Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 17,866 shares of RWL stock, worth $1.82 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

17,866

Previous 14,653 21.93%

Holding current value

$1.82 Million

Previous $1.43 Million 22.59%

% of portfolio

0.15%

Previous 0.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$96.9 - $104.39 $311,339 - $335,405	3,213 Added 21.93%	17,866 $1.76 Million
Q4 2024 Feb 07, 2025	SELL	$97.11 - $104.1 $373,776 - $400,680	-3,849 Reduced 20.8%	14,653 $1.43 Million
Q3 2024 Oct 09, 2024	SELL	$90.36 - $98.07 $35,240 - $38,247	-390 Reduced 2.06%	18,502 $1.81 Million
Q2 2024 Jul 10, 2024	BUY	$89.19 - $93.47 $1.31 Million - $1.37 Million	14,652 Added 345.57%	18,892 $1.75 Million
Q1 2024 Apr 24, 2024	BUY	$84.24 - $93.73 $357,177 - $397,415	4,240 New	4,240 $397,000

Others Institutions Holding RWL

# of Institutions

266

Shares Held

37.8M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWL
Sector ETFs
Industry ETFs

More about RWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Account

Simplicity Wealth,Llc Invesco Exchange Traded Fd Tr Transaction History