Baldrige Asset Management LLC Invesco Ltd. Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Baldrige Asset Management LLC holds 22,129 shares of IVZ stock, worth $397,879. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,129
Previous 22,129
-0.0%
Holding current value
$397,879
Previous $398,000
8.79%
% of portfolio
0.15%
Previous 0.18%
Shares
9 transactions
Others Institutions Holding IVZ
# of Institutions
538Shares Held
301MCall Options Held
2.43MPut Options Held
3.84M-
Black Rock Inc. New York, NY54.2MShares$975 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.9MShares$897 Million0.01% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny27.2MShares$489 Million12.21% of portfolio
-
State Street Corp Boston, MA20.9MShares$376 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX19.8MShares$357 Million0.09% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $8.18B
- Description
- Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equit...