A detailed history of Coppell Advisory Solutions LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 43 shares of IVZ stock, worth $764. This represents 0.0% of its overall portfolio holdings.

Number of Shares
43
Previous 142 69.72%
Holding current value
$764
Previous $2.53 Million 74.62%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$14.17 - $16.94 $1,402 - $1,677
-99 Reduced 69.72%
43 $643,000
Q4 2023

Feb 14, 2024

BUY
$12.52 - $18.07 $1,214 - $1,752
97 Added 215.56%
142 $2.53 Million
Q3 2023

Nov 14, 2023

BUY
$14.09 - $18.4 $140 - $184
10 Added 28.57%
45 $810,000
Q2 2023

Aug 17, 2023

BUY
$14.38 - $17.47 $503 - $611
35 New
35 $586,000
Q1 2023

May 19, 2023

SELL
$15.04 - $20.21 $676 - $909
-45 Closed
0 $0
Q4 2022

May 19, 2023

BUY
$13.72 - $19.77 $617 - $889
45 New
45 $810,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.09B
  • Description
  • Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equit...
More about IVZ
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