Assetmark, Inc Invesco Exchange Traded Fd Tr Transaction History

Assetmark, Inc

$45.6 Billion
Q3 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 $17,483. This represents 0.0% of its overall portfolio holdings.

Number of Shares

663

Previous 663 -0.0%

Holding current value

$17,483

Previous $17,000 -0.0%

% of portfolio

0.0%

Previous 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

783K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

136K
Shares

$3.58 Million
0.0% of portfolio
Hbk Sorce Advisory LLC Erie, PA

100K
Shares

$2.64 Million
0.09% of portfolio
Commonwealth Equity Services, LLC

89.1K
Shares

$2.35 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

82.7K
Shares

$2.18 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

74.6K
Shares

$1.97 Million
0.0% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
Sector ETFs
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