Stephens Inc Invesco Exchange Traded Fd Tr Transaction History

Stephens Inc

$6.77 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Mar 07, 2022	SELL	$115.84 - $130.08 $239,093 - $268,485	-2,064 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$111.5 - $126.04 $2,118 - $2,394	-19 Reduced 0.91%	2,064 $249,000
Q1 2021 May 14, 2021	BUY	$80.39 - $123.54 $167,452 - $257,333	2,083 New	2,083 $237,000

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
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