Altfest L J & CO Inc Invesco Fd Tr Transaction History

Altfest L J & CO Inc

$751 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 10, 2019	SELL	$55.86 - $65.95 $528,268 - $623,689	-9,457 Closed	0 $0
Q2 2019 Jul 15, 2019	BUY	$57.64 - $68.41 $545,101 - $646,953	9,457 New	9,457 $591,000

Others Institutions Holding RZV

# of Institutions

70

Shares Held

1.28M

Call Options Held

0

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$35.9 Million
1.23% of portfolio
Morgan Stanley New York, NY

218K
Shares

$25.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

109K
Shares

$12.7 Million
0.01% of portfolio
All Square Wealth Management LLC Albany, NY

72.5K
Shares

$8.48 Million
4.57% of portfolio
Armbruster Capital Management, Inc.

70.6K
Shares

$8.26 Million
1.54% of portfolio

About INVESCO FD TR

Ticker RZV
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