Transform Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

A detailed history of Transform Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 4,400 shares of DJD stock, worth $234,388. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,400

Holding current value

$234,388

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$47.17 - $52.59 $207,548 - $231,396	4,400 New	4,400 $231,000

Others Institutions Holding DJD

# of Institutions

Shares Held

2.47M

Call Options Held

Put Options Held

Cibc World Market Inc. Toronto, A6

594K
Shares

$31.6 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

568K
Shares

$30.3 Million
0.01% of portfolio
Barry Investment Advisors, LLC

292K
Shares

$15.6 Million
4.73% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

232K
Shares

$12.4 Million
6.8% of portfolio
Bank Of America Corp Charlotte, NC

132K
Shares

$7.03 Million
0.0% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker DJD
Sector ETFs
Industry ETFs

More about DJD

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Transform Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History