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 $596,922. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,227
Previous 831
1371.36%
Holding current value
$596,922
Previous $40.1 Million
1.18%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding RDIV
# of Institutions
132Shares Held
6.44MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.02MShares$50 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC711KShares$34.7 Million3.74% of portfolio
-
Bank Of America Corp Charlotte, NC541KShares$26.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC517KShares$25.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA325KShares$15.9 Million0.0% of portfolio