Qp Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Qp Wealth Management, LLC
- $57.3 Million
- Q3 2023
A detailed history of Qp Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Qp Wealth Management, LLC holds 20,585 shares of RDIV stock, worth $1.03 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
20,585
Previous 20,125
2.29%
Holding current value
$1.03 Million
Previous $787,000
2.8%
% of portfolio
1.34%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding RDIV
# of Institutions
125Shares Held
5.89MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.14MShares$56.8 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC704KShares$35.2 Million3.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC555KShares$27.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC528KShares$26.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA275KShares$13.7 Million0.0% of portfolio