Wealthstream Advisors, Inc. Invesco ETF Tr Ii S&P Global W Transaction History
Wealthstream Advisors, Inc.
- $575 Million
- Q2 2025
A detailed history of Wealthstream Advisors, Inc. transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 4,234 shares of CGW stock, worth $269,494. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,234
Previous 4,234
-0.0%
Holding current value
$269,494
Previous $235,000
12.34%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding CGW
# of Institutions
234Shares Held
6.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY857KShares$54.6 Million0.0% of portfolio
-
Ubs Group Ag516KShares$32.9 Million0.01% of portfolio
-
Conservest Capital Advisors, Inc.504KShares$32.1 Million3.14% of portfolio
-
Bank Of America Corp Charlotte, NC423KShares$26.9 Million0.0% of portfolio
-
Weatherly Asset Management L. P.400KShares$25.4 Million2.15% of portfolio