Summit Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,115 shares of RWJ stock, worth $364,525. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,115
Previous 8,115 -0.0%
Holding current value
$364,525
Previous $325 Million 14.08%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Sep 11, 2024
BUY
$35.65 - $117.78 $192,866 - $637,189
5,410 Added 200.0%
8,115 $296 Million
Q4 2020

Sep 10, 2024
BUY
$60.39 - $81.48 $163,354 - $220,403
2,705 New
2,705 $219 Million

Others Institutions Holding RWJ

# of Institutions
183
Shares Held
19.7M
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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