Centric Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Centric Wealth Management
- $415 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding RDIV
# of Institutions
140Shares Held
6.56MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$55.5 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC724KShares$38.1 Million3.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC636KShares$33.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC542KShares$28.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA368KShares$19.3 Million0.0% of portfolio