Assetmark, Inc Invesco Exchange Traded Fd Tr Transaction History

Assetmark, Inc

$36.2 Billion
Q1 2025

A detailed history of Assetmark, Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Assetmark, Inc holds 663 shares of CVY stock, worth $17,145. This represents 0.0% of its overall portfolio holdings.

Number of Shares

663

Holding current value

$17,145

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$24.8 - $26.45 $16,442 - $17,536	663 New	663 $16,000

Others Institutions Holding CVY

# of Institutions

Shares Held

787K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

123K
Shares

$3.18 Million
0.0% of portfolio
Hbk Sorce Advisory LLC Erie, PA

107K
Shares

$2.78 Million
0.11% of portfolio
Commonwealth Equity Services, LLC

90.2K
Shares

$2.33 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

81.8K
Shares

$2.11 Million
0.01% of portfolio
Mgb Wealth Management, LLC Addison, TX

66.5K
Shares

$1.72 Million
0.61% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
Sector ETFs
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