Axxcess Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Axxcess Wealth Management, LLC
- $3.59 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding RDIV
# of Institutions
132Shares Held
6.45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.02MShares$48.4 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC703KShares$33.2 Million4.13% of portfolio
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Bank Of America Corp Charlotte, NC541KShares$25.5 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC517KShares$24.4 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA325KShares$15.4 Million0.0% of portfolio