Mark Sheptoff Financial Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 341 shares of RWL stock, worth $38,181. This represents 0.02% of its overall portfolio holdings.

Number of Shares
341
Previous 341 -0.0%
Holding current value
$38,181
Previous $35,000 5.71%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$89.02 - $104.29 $8,812 - $10,324
99 Added 40.91%
341 $35,000
Q1 2025

May 13, 2025
BUY
$96.9 - $104.39 $23,449 - $25,262
242 New
242 $24,000

Others Institutions Holding RWL

# of Institutions
309
Shares Held
45.3M
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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