Ae Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 254 shares of RWJ stock, worth $11,932. This represents 0.0% of its overall portfolio holdings.
Number of Shares
254
Previous 567
55.2%
Holding current value
$11,932
Previous $24,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding RWJ
# of Institutions
213Shares Held
20.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.93MShares$137 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.09MShares$98.2 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.56MShares$73.5 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.44MShares$67.6 Million5.59% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$60.7 Million0.08% of portfolio