Insight Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History
Insight Wealth Strategies, LLC
- $788 Million
- Q3 2025
Shares
6 transactions
Others Institutions Holding RDIV
# of Institutions
133Shares Held
6.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$53.5 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC724KShares$37 Million3.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC582KShares$29.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC551KShares$28.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA340KShares$17.4 Million0.0% of portfolio