Valmark Advisers, Inc. Invesco Exchange Traded Fd Tr Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$109.9 - $121.42 $1.9 Million - $2.1 Million	-17,261 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$111.5 - $126.04 $1.92 Million - $2.18 Million	17,261 New	17,261 $2.08 Million

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
Sector ETFs
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