Proactive Wealth Strategies LLC Invesco Exchange Traded Fd Tr Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 6,303 shares of RWJ stock, worth $296,114. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,303
Previous 6,230
1.17%
Holding current value
$296,114
Previous $270,000
12.59%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding RWJ
# of Institutions
213Shares Held
20.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.93MShares$137 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.09MShares$98.2 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.56MShares$73.5 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.44MShares$67.6 Million5.59% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$60.7 Million0.08% of portfolio