Montis Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Montis Financial, LLC holds 5,897 shares of RWJ stock, worth $277,041. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,897
Previous 7,092 16.85%
Holding current value
$277,041
Previous $307,000 7.49%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Oct 28, 2025
SELL
$42.88 - $49.1 $51,241 - $58,674
-1,195 Reduced 16.85%
5,897 $284,000
Q2 2025

Jul 17, 2025
SELL
$34.78 - $43.42 $54,987 - $68,647
-1,581 Reduced 18.23%
7,092 $307,000
Q1 2025

May 02, 2025
SELL
$40.15 - $47.73 $171,962 - $204,427
-4,283 Reduced 33.06%
8,673 $352,000
Q4 2024

Feb 10, 2025
BUY
$44.2 - $49.46 $572,655 - $640,803
12,956 New
12,956 $592,000

Others Institutions Holding RWJ

# of Institutions
213
Shares Held
20.5M
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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