Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 135,355 shares of RWL stock, worth $13.5 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
135,355
Previous 130,120 4.02%
Holding current value
$13.5 Million
Previous $12.1 Million 10.15%
% of portfolio
0.9%
Previous 0.81%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$90.36 - $98.07 $473,034 - $513,396
5,235 Added 4.02%
135,355 $13.3 Million
Q2 2024

Aug 13, 2024
BUY
$89.19 - $93.47 $2.67 Million - $2.79 Million
29,883 Added 29.81%
130,120 $12.1 Million
Q1 2024

Jun 11, 2024
BUY
$84.24 - $93.73 $2.4 Million - $2.67 Million
28,506 Added 39.74%
100,237 $9.4 Million
Q4 2023

Feb 09, 2024
BUY
$74.89 - $85.43 $752,419 - $858,315
10,047 Added 16.29%
71,731 $6.12 Million
Q3 2023

Nov 03, 2023
BUY
$78.03 - $82.8 $3.62 Million - $3.84 Million
46,350 Added 302.27%
61,684 $4.82 Million
Q2 2023

Aug 04, 2023
BUY
$74.39 - $80.0 $373,958 - $402,160
5,027 Added 48.77%
15,334 $1.23 Million
Q1 2023

May 11, 2023
BUY
$72.67 - $79.42 $32,047 - $35,024
441 Added 4.47%
10,307 $784,000
Q4 2022

Feb 09, 2023
BUY
$68.0 - $78.61 $670,888 - $775,566
9,866 New
9,866 $729,000

Others Institutions Holding RWL

# of Institutions
214
Shares Held
25.2M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

RWL Quotes by TradingView
  • Ticker RWL
  • Sector ETFs
  • Industry ETFs
More about RWL
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email