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Rdiv etf shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Rdiv etf (RDIV) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Rdiv etf

Tip: Access up to 7 years of quarterly data

All positions including Rdiv etf held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rdiv etf by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $501k 10k 49.94
2024-06-30 $449k 10k 44.80

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Top funds holding Rdiv etf

Morgan Stanley
Heartwood Wealth Advisors
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Private Advisor
Raymond James & Associates
Raymond James Financial Services Advisors
Rockefeller Capital Management
HighTower Advisors
Commonwealth Equity Services
Hanson McClain Advisors
H D Vest Advisory Services
Royal Bank of Canada

View all funds holding Rdiv etf