Wealth Effects LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Effects LLC

$218 Million
Q1 2025

A detailed history of Wealth Effects LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Effects LLC holds 2,025 shares of RWL stock, worth $196,566. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,025

Holding current value

$196,566

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$96.9 - $104.39 $196,222 - $211,389	2,025 New	2,025 $201,000

Others Institutions Holding RWL

# of Institutions

257

Shares Held

28.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

4M
Shares

$388 Million
0.16% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.23M
Shares

$314 Million
0.08% of portfolio
Morgan Stanley New York, NY

2.91M
Shares

$282 Million
0.02% of portfolio
Allworth Financial LP

2.21M
Shares

$215 Million
1.26% of portfolio
Bank Of America Corp Charlotte, NC

1.96M
Shares

$190 Million
0.02% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWL
Sector ETFs
Industry ETFs

More about RWL

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