Sowell Financial Services LLC Invesco Exchange Traded Fd Tr Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$111.5 - $126.04 $14,049 - $15,881	-126 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$80.39 - $123.54 $10,129 - $15,566	126 New	126 $15,000

Others Institutions Holding RWJ

# of Institutions

189

Shares Held

20.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.91M
Shares

$137 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.22M
Shares

$104 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.9M
Shares

$89.3 Million
0.02% of portfolio
Fusion Family Wealth LLC

1.33M
Shares

$62.4 Million
5.62% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.29M
Shares

$60.6 Million
0.08% 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.