All Square Wealth Management LLC Invesco Fd Tr Transaction History
All Square Wealth Management LLC
- $174 Million
- Q3 2024
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 72,496 shares of RZV stock, worth $8.05 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
72,496
Previous 73,401
1.23%
Holding current value
$8.05 Million
Previous $7.28 Million
8.86%
% of portfolio
4.57%
Previous 4.41%
Shares
26 transactions
Others Institutions Holding RZV
# of Institutions
70Shares Held
1.28MCall Options Held
0Put Options Held
100-
Systematic Alpha Investments, LLC Princeton, NJ306KShares$34 Million1.23% of portfolio
-
Morgan Stanley New York, NY218KShares$24.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC109KShares$12.1 Million0.01% of portfolio
-
Armbruster Capital Management, Inc.70.6KShares$7.84 Million1.54% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA53.7KShares$5.96 Million0.17% of portfolio