Wj Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Wj Wealth Management, LLC

$267 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	BUY	$74.17 - $88.24 $5.19 Million - $6.18 Million	70,019 New	70,019 $5.26 Million

Others Institutions Holding RPV

# of Institutions

225

Shares Held

17M

Call Options Held

9.6K

Put Options Held

0

Invesco Ltd. Atlanta, GA

5.83M
Shares

$561 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.65M
Shares

$159 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.58M
Shares

$152 Million
0.01% of portfolio
Regentatlantic Capital LLC Morristown, NJ

1.46M
Shares

$140 Million
3.04% of portfolio
Principal Financial Group Inc Des Moines, IA

1.14M
Shares

$110 Million
0.06% of portfolio

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