Transform Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 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 4,700 shares of DJD stock, worth $245,951. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,700
Previous 4,400
6.82%
Holding current value
$245,951
Previous $231,000
3.03%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DJD
# of Institutions
65Shares Held
2.38MCall Options Held
0Put Options Held
0-
Cibc World Market Inc. Toronto, A6586KShares$30.7 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC521KShares$27.3 Million0.01% of portfolio
-
Barry Investment Advisors, LLC306KShares$16 Million5.0% of portfolio
-
Morris Retirement Advisors, LLC Parsippany, NJ225KShares$11.8 Million6.21% of portfolio
-
Bank Of America Corp Charlotte, NC112KShares$5.88 Million0.0% of portfolio