Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 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 22,031 shares of RDIV stock, worth $1.09 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
22,031Holding current value
$1.09 Million% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding RDIV
# of Institutions
124Shares Held
5.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.14MShares$56.3 Million0.0% of portfolio
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Heartwood Wealth Advisors LLC694KShares$34.4 Million3.72% of portfolio
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Lpl Financial LLC Fort Mill, SC555KShares$27.5 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC528KShares$26.2 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA275KShares$13.6 Million0.0% of portfolio