Whipplewood Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
A detailed history of Whipplewood Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 28,629 shares of RWJ stock, worth $1.32 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
28,629
Previous 12,227
134.15%
Holding current value
$1.32 Million
Previous $560 Million
11.06%
% of portfolio
0.29%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding RWJ
# of Institutions
214Shares Held
23.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.16MShares$146 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.71MShares$125 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.04MShares$94.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.54MShares$70.9 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.43MShares$65.8 Million5.33% of portfolio