Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 23,803 shares of RDIV stock, worth $1.2 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
23,803
Previous 22,031
8.04%
Holding current value
$1.2 Million
Previous $987 Million
20.43%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding RDIV
# of Institutions
125Shares Held
5.89MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.14MShares$57.5 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC704KShares$35.6 Million3.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC555KShares$28.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC528KShares$26.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA275KShares$13.9 Million0.0% of portfolio