Ae Wealth Management LLC Invesco Ltd. Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Ae Wealth Management LLC holds 758,506 shares of IVZ stock, worth $11 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
758,506
Previous 864,456
12.26%
Holding current value
$11 Million
Previous $15.1 Million
23.85%
% of portfolio
0.11%
Previous 0.15%
Shares
30 transactions
Others Institutions Holding IVZ
# of Institutions
577Shares Held
327MCall Options Held
1.98MPut Options Held
1.4M-
Black Rock Inc. New York, NY54.2MShares$785 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.3MShares$714 Million0.01% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny23.2MShares$336 Million11.88% of portfolio
-
State Street Corp Boston, MA21.9MShares$318 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX19.7MShares$286 Million0.08% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $6.59B
- 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...