Altfest L J & CO Inc Invesco Fd Tr Transaction History

Altfest L J & CO Inc

$692 Million
Q4 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

79

Shares Held

1.28M

Call Options Held

0

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$28.3 Million
1.26% of portfolio
Morgan Stanley New York, NY

212K
Shares

$19.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

96.1K
Shares

$8.88 Million
0.0% of portfolio
All Square Wealth Management LLC Albany, NY

69.2K
Shares

$6.39 Million
4.11% of portfolio
Armbruster Capital Management, Inc.

67.6K
Shares

$6.25 Million
1.34% of portfolio

About INVESCO FD TR

Ticker RZV
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