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
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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 |
|---|---|---|---|
| 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 |
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