Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,243 shares of RWJ stock, worth $301,611. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,243
Previous 8,817 6.51%
Holding current value
$301,611
Previous $403 Million 5.08%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$44.2 - $49.46 $25,370 - $28,390
-574 Reduced 6.51%
8,243 $383 Million
Q3 2024

Nov 05, 2024
SELL
$39.15 - $46.02 $1.88 Million - $2.21 Million
-47,999 Reduced 84.48%
8,817 $403 Million
Q2 2024

Aug 07, 2024
BUY
$39.16 - $42.3 $81,648 - $88,195
2,085 Added 3.81%
56,816 $2.28 Billion
Q1 2024

May 13, 2024
BUY
$38.56 - $42.81 $2.11 Million - $2.34 Million
54,731 New
54,731 $2.26 Billion

Others Institutions Holding RWJ

# of Institutions
212
Shares Held
23.6M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

RWJ Quotes by TradingView
  • Ticker RWJ
  • Sector ETFs
  • Industry ETFs
More about RWJ
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