Heartwood Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 708,949 shares of RDIV stock, worth $33.5 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
708,949
Previous 703,640
0.75%
Holding current value
$33.5 Million
Previous $35.1 Million
2.66%
% of portfolio
3.89%
Previous 3.93%
Shares
17 transactions
Others Institutions Holding RDIV
# of Institutions
132Shares Held
6.18MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.17MShares$55.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC542KShares$25.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC531KShares$25.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$13.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO230KShares$10.9 Million0.01% of portfolio