Lifeworks Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 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 $295,228. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,782
Previous 5,782
-0.0%
Holding current value
$295,228
Previous $259,000
11.2%
% of portfolio
0.06%
Previous 0.07%
Shares
1 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
-
Wells Fargo & Company San Francisco, CA282KShares$14.4 Million0.0% of portfolio