Centric Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Centric Wealth Management
- $399 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding RDIV
# of Institutions
131Shares Held
6.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$54.9 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC711KShares$37.3 Million3.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC582KShares$30.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC551KShares$28.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA340KShares$17.8 Million0.0% of portfolio