Wealth Plan Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$104.2 - $114.53 $29,071 - $31,953	279 New	279 $31.6 Million

Others Institutions Holding RWJ

# of Institutions

210

Shares Held

23.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.1M
Shares

$140 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.29M
Shares

$103 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.14M
Shares

$96.6 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.49M
Shares

$67.1 Million
0.03% of portfolio
Fusion Family Wealth LLC

1.36M
Shares

$61.5 Million
5.71% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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