Lji Wealth Management, LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History

Lji Wealth Management, LLC

$489 Billion
Q3 2024

A detailed history of Lji Wealth Management, LLC transactions in Invesco ETF Tr Ii Dwa Smallcap stock. As of the latest transaction made, Lji Wealth Management, LLC holds 42,642 shares of DWAS stock, worth $3.92 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

42,642

Previous 43,214 1.32%

Holding current value

$3.92 Million

Previous $3.67 Billion 7.76%

% of portfolio

0.81%

Previous 0.81%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$82.69 - $94.63 $47,298 - $54,128	-572 Reduced 1.32%	42,642 $3.96 Billion
Q2 2024 Aug 12, 2024	BUY	$81.58 - $89.73 $130,691 - $143,747	1,602 Added 3.85%	43,214 $3.67 Billion
Q1 2024 May 15, 2024	SELL	$80.33 - $91.09 $5,542 - $6,285	-69 Reduced 0.17%	41,612 $3.78 Billion
Q4 2023 Feb 13, 2024	SELL	$68.74 - $85.56 $475,199 - $591,476	-6,913 Reduced 14.23%	41,681 $3.49 Billion
Q3 2023 Feb 02, 2024	BUY	$73.54 - $83.27 $148,550 - $168,205	2,020 Added 4.34%	48,594 $3.65 Billion
Q2 2023 Feb 02, 2024	BUY	$70.66 - $79.45 $124,573 - $140,070	1,763 Added 3.93%	46,574 $3.67 Billion
Q1 2023 Feb 02, 2024	BUY	$70.49 - $79.33 $142,319 - $160,167	2,019 Added 4.72%	44,811 $3.3 Billion
Q4 2022 Jan 02, 2024	BUY	$69.73 - $78.03 $2.98 Million - $3.34 Million	42,792 New	42,792 $3.11 Billion

Others Institutions Holding DWAS

# of Institutions

102

Shares Held

8.71M

Call Options Held

Put Options Held

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About INVESCO ETF TR II DWA SMALLCAP

Ticker DWAS
Sector ETFs
Industry ETFs

More about DWAS

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Lji Wealth Management, LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History