Wealth Management Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Wealth Management Partners, LLC
- $229 Million
- Q4 2024
A detailed history of Wealth Management Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 52,089 shares of RWL stock, worth $5.38 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
52,089
Previous 57,612
9.59%
Holding current value
$5.38 Million
Previous $5.65 Million
9.73%
% of portfolio
2.23%
Previous 2.66%
Shares
17 transactions
Others Institutions Holding RWL
# of Institutions
230Shares Held
25.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.46MShares$358 Million0.16% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.21MShares$331 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.85MShares$294 Million0.02% of portfolio
-
Allworth Financial LP2.21MShares$228 Million1.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$192 Million0.02% of portfolio