Wellington Wealth Strategies, Llc. Invesco Exchange Traded Fd Tr Transaction History
Wellington Wealth Strategies, Llc.
- $215 Billion
- Q1 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 243,006 shares of RWJ stock, worth $9.66 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
243,006
Previous 289,432
16.04%
Holding current value
$9.66 Million
Previous $12 Billion
13.24%
% of portfolio
4.84%
Previous 10.14%
Shares
2 transactions
Others Institutions Holding RWJ
# of Institutions
179Shares Held
20.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.88MShares$114 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.17MShares$86.3 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$56.7 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.34MShares$53.1 Million0.09% of portfolio
-
Fusion Family Wealth LLC1.24MShares$49.4 Million5.51% of portfolio