Insight Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History
Insight Wealth Strategies, LLC
- $749 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding RDIV
# of Institutions
131Shares Held
6.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.17MShares$59.8 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC704KShares$35.9 Million3.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC542KShares$27.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC531KShares$27.1 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA282KShares$14.4 Million0.0% of portfolio