Warren Averett Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 4,469 shares of RWJ stock, worth $209,953. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,469
Previous 4,754 5.99%
Holding current value
$209,953
Previous $205,000 4.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$42.88 - $49.1 $12,220 - $13,993
-285 Reduced 5.99%
4,469 $215,000
Q2 2025

Aug 14, 2025
BUY
$34.78 - $43.42 $165,344 - $206,418
4,754 New
4,754 $205,000
Q4 2024

Feb 14, 2025
BUY
$44.2 - $49.46 $206,060 - $230,582
4,662 New
4,662 $213,000

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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