Whipplewood Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
A detailed history of Whipplewood Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 12,227 shares of RDIV stock, worth $589,952. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,227
Previous 831
1371.36%
Holding current value
$589,952
Previous $40.1 Million
1.18%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding RDIV
# of Institutions
136Shares Held
6.59MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.19MShares$57.6 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC709KShares$34.2 Million3.89% of portfolio
-
Bank Of America Corp Charlotte, NC536KShares$25.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC530KShares$25.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA324KShares$15.6 Million0.0% of portfolio