Transform Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
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 5,468 shares of DJD stock, worth $298,552. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,468
Previous 4,700
16.34%
Holding current value
$298,552
Previous $238,000
20.17%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DJD
# of Institutions
71Shares Held
2.68MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC582KShares$31.8 Million0.01% of portfolio
-
Cibc World Market Inc. Toronto, A6518KShares$28.3 Million0.06% of portfolio
-
Barry Investment Advisors, LLC343KShares$18.7 Million4.65% of portfolio
-
Morris Retirement Advisors, LLC Parsippany, NJ221KShares$12 Million5.57% of portfolio
-
Bank Of America Corp Charlotte, NC127KShares$6.92 Million0.0% of portfolio