Investment Planning Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 140,588 shares of RWL stock, worth $14.5 Million. This represents 6.89% of its overall portfolio holdings.
Number of Shares
140,588
Previous 145,076
3.09%
Holding current value
$14.5 Million
Previous $14.2 Million
3.24%
% of portfolio
6.89%
Previous 7.68%
Shares
2 transactions
Others Institutions Holding RWL
# of Institutions
218Shares Held
25.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.46MShares$357 Million0.16% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.21MShares$331 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.85MShares$293 Million0.02% of portfolio
-
Allworth Financial LP2.4MShares$247 Million1.46% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$192 Million0.02% of portfolio