Lifeworks Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 5,782 shares of RDIV stock, worth $290,314. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,782
Previous 5,782
-0.0%
Holding current value
$290,314
Previous $288,000
3.47%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding RDIV
# of Institutions
135Shares Held
6.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.19MShares$59.9 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC709KShares$35.6 Million3.89% of portfolio
-
Bank Of America Corp Charlotte, NC536KShares$26.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC530KShares$26.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA324KShares$16.3 Million0.0% of portfolio