Whipplewood Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 3,270 shares of RWJ stock, worth $153,624. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,270
Previous 3,270
-0.0%
Holding current value
$153,624
Previous $142 Million
11.57%
% of portfolio
0.1%
Previous 0.08%
Shares
3 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