Invesco Exchng Traded Fd Tr dwa smlcp ment shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr dwa smlcp ment (DWAS) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Invesco Exchng Traded Fd Tr dwa smlcp ment
Tip: Access up to 7 years of quarterly data
All positions including Invesco Exchng Traded Fd Tr dwa smlcp ment held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco Exchng Traded Fd Tr dwa smlcp ment by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 16k | 90.91 |
| 2024-06-30 | $959k | 11k | 85.04 |
| 2024-03-31 | $1.5M | 16k | 90.91 |
| 2023-12-31 | $1.6M | 19k | 83.79 |
| 2023-09-30 | $1.5M | 20k | 75.11 |
| 2023-06-30 | $1.9M | 24k | 78.72 |
| 2023-03-31 | $1.6M | 21k | 72.99 |
| 2022-12-31 | $1.6M | 22k | 72.76 |
| 2022-09-30 | $1.6M | 24k | 68.50 |
| 2022-06-30 | $1.6M | 24k | 67.90 |
| 2022-03-31 | $2.3M | 27k | 84.69 |
| 2021-12-31 | $3.7M | 41k | 90.01 |
| 2021-09-30 | $3.5M | 40k | 87.85 |
| 2021-06-30 | $3.7M | 41k | 89.78 |
| 2021-03-31 | $4.6M | 54k | 85.06 |
| 2020-12-31 | $3.9M | 52k | 75.29 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management
Top funds holding Invesco Exchng Traded Fd Tr dwa smlcp ment
View all funds holding Invesco Exchng Traded Fd Tr dwa smlcp ment