Advisor Os, LLC Invesco Fd Tr Transaction History

Advisor Os, LLC

$884 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 24, 2023	BUY	$85.08 - $106.78 $2.08 Million - $2.61 Million	24,460 Added 238.45%	34,718 $3.15 Million
Q4 2022 Jan 31, 2023	BUY	$78.46 - $94.61 $804,842 - $970,509	10,258 New	10,258 $906,000

Others Institutions Holding RZV

# of Institutions

71

Shares Held

1.34M

Call Options Held

0

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$33.2 Million
1.11% of portfolio
Morgan Stanley New York, NY

228K
Shares

$24.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

112K
Shares

$12.2 Million
0.01% of portfolio
Armbruster Capital Management, Inc.

83.9K
Shares

$9.08 Million
1.73% of portfolio
All Square Wealth Management LLC Albany, NY

73.4K
Shares

$7.95 Million
4.41% of portfolio

About INVESCO FD TR

Ticker RZV
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