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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$38.56 - $42.81 $1.79 Million - $1.99 Million
-46,426 Reduced 16.04%
243,006 $10.4 Billion
Q4 2020

Feb 14, 2024

BUY
$60.39 - $81.48 $17.5 Million - $23.6 Million
289,432 New
289,432 $12 Billion

Others Institutions Holding RWJ

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker RWJ
  • Sector ETFs
  • Industry ETFs
More about RWJ
Track This Portfolio

Track Wellington Wealth Strategies, Llc. Portfolio

Follow Wellington Wealth Strategies, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellington Wealth Strategies, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Wellington Wealth Strategies, Llc. with notifications on news.