Heritage Financial Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,996 shares of RWL stock, worth $223,492. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,996
Previous 2,521 20.83%
Holding current value
$223,492
Previous $262,000 16.03%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$102.17 - $110.66 $53,639 - $58,096
-525 Reduced 20.83%
1,996 $220,000
Q2 2025

Jul 18, 2025
BUY
$89.02 - $104.29 $224,419 - $262,915
2,521 New
2,521 $262,000

Others Institutions Holding RWL

# of Institutions
306
Shares Held
45.2M
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
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