Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 22,894 shares of RDIV stock, worth $1.14 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
22,894
Previous 23,803
3.82%
Holding current value
$1.14 Million
Previous $1.19 Billion
7.07%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding RDIV
# of Institutions
130Shares Held
6.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.17MShares$58.4 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC709KShares$35.4 Million3.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC542KShares$27 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC531KShares$26.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$14.1 Million0.0% of portfolio