Coastal Investment Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Coastal Investment Advisors, Inc.
- $234 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding RDIV
# of Institutions
133Shares Held
6.46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.19MShares$53.6 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC703KShares$31.6 Million4.13% of portfolio
-
Bank Of America Corp Charlotte, NC536KShares$24.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC530KShares$23.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA324KShares$14.5 Million0.0% of portfolio