Wmg Financial Advisors, LLC Invesco Dwa Industrials Moment Transaction History

Wmg Financial Advisors, LLC

$206 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$79.13 - $98.26 $326,965 - $406,010	-4,132 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$100.21 - $121.54 $414,067 - $502,203	4,132 New	4,132 $483,000

Others Institutions Holding PRN

# of Institutions

82

Shares Held

950K

Call Options Held

1K

Put Options Held

4K

Wells Fargo & Company San Francisco, CA

136K
Shares

$23 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$19.2 Million
1.61% of portfolio
Morgan Stanley New York, NY

68.3K
Shares

$11.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

61.8K
Shares

$10.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

53.7K
Shares

$9.09 Million
0.0% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

Ticker PRN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.