Simplicity Wealth,Llc Invesco Exchange Traded Fd Tr Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,022 shares of RDIV stock, worth $445,878. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,022
Previous 10,022
-0.0%
Holding current value
$445,878
Previous $483,000
-0.0%
% of portfolio
0.04%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding RDIV
# of Institutions
133Shares Held
6.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.19MShares$53.1 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC703KShares$31.3 Million4.13% of portfolio
-
Bank Of America Corp Charlotte, NC536KShares$23.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC530KShares$23.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA324KShares$14.4 Million0.0% of portfolio