All Square Wealth Management LLC Invesco Fd Tr Transaction History
All Square Wealth Management LLC
- $169 Million
- Q1 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 74,742 shares of RZV stock, worth $7.42 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
74,742
Previous 75,171
0.57%
Holding current value
$7.42 Million
Previous $8.06 Million
0.36%
% of portfolio
4.76%
Previous 4.99%
Shares
24 transactions
Others Institutions Holding RZV
# of Institutions
70Shares Held
1.22MCall Options Held
0Put Options Held
100-
Systematic Alpha Investments, LLC Princeton, NJ306KShares$30.4 Million1.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC114KShares$11.3 Million0.01% of portfolio
-
Armbruster Capital Management, Inc.85.5KShares$8.48 Million1.96% of portfolio
-
Ubs Group Ag52.9KShares$5.25 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA47.3KShares$4.69 Million0.0% of portfolio