Wealthgate Family Office, LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History

Wealthgate Family Office, LLC

$35.9 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$75.5 - $90.52 $271,800 - $325,872	-3,600 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$79.63 - $91.06 $286,668 - $327,816	3,600 New	3,600 $316,000

Others Institutions Holding DWAS

# of Institutions

101

Shares Held

8.71M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.12M
Shares

$563 Million
1.21% of portfolio
Morgan Stanley New York, NY

366K
Shares

$33.7 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

251K
Shares

$23.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

225K
Shares

$20.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

208K
Shares

$19.2 Million
0.0% of portfolio

About INVESCO ETF TR II DWA SMALLCAP

Ticker DWAS
Sector ETFs
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