Summit Financial, LLC Invesco Exchange Traded Fd Tr Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Summit Financial, LLC holds 7,055 shares of RDIV stock, worth $371,375. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,055
Previous 6,578
7.25%
Holding current value
$371,375
Previous $314,000
16.88%
% of portfolio
0.01%
Previous 0.01%
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