All Square Wealth Management LLC Invesco Fd Tr Transaction History
All Square Wealth Management LLC
- $176 Million
- Q2 2025
A detailed history of All Square Wealth Management LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, All Square Wealth Management LLC holds 69,170 shares of RZV stock, worth $7.45 Million. This represents 4.13% of its overall portfolio holdings.
Number of Shares
69,170
Previous 69,150
0.03%
Holding current value
$7.45 Million
Previous $6.84 Million
6.01%
% of portfolio
4.13%
Previous 4.11%
Shares
29 transactions
Others Institutions Holding RZV
# of Institutions
77Shares Held
1.03MCall Options Held
0Put Options Held
100-
Systematic Alpha Investments, LLC Princeton, NJ306KShares$33 Million1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC94.2KShares$10.1 Million0.0% of portfolio
-
Armbruster Capital Management, Inc.68.6KShares$7.39 Million1.31% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA62.2KShares$6.7 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC34.3KShares$3.69 Million0.0% of portfolio