Simplicity Wealth,Llc Invesco Exchange Traded Fd Tr Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,022 shares of RDIV stock, worth $527,558. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,022
Previous 30,066
66.67%
Holding current value
$527,558
Previous $1.44 Million
63.7%
% of portfolio
0.03%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding RDIV
# of Institutions
139Shares Held
6.56MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$55.5 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC724KShares$38.1 Million3.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC636KShares$33.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC542KShares$28.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA368KShares$19.3 Million0.0% of portfolio