Steel Peak Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$104.2 - $114.53 $1.28 Million - $1.41 Million	12,329 New	12,329 $1.4 Million

Others Institutions Holding RWJ

# of Institutions

190

Shares Held

20.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.91M
Shares

$138 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.22M
Shares

$106 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.9M
Shares

$90.5 Million
0.02% of portfolio
Fusion Family Wealth LLC

1.33M
Shares

$63.3 Million
5.62% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.29M
Shares

$61.4 Million
0.08% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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