Callan Family Office, LLC Invesco Fd Tr Transaction History

Callan Family Office, LLC

$595 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$85.08 - $106.78 $356,400 - $447,301	4,189 New	4,189 $380 Million

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

$34.6 Million
1.23% of portfolio
Morgan Stanley New York, NY

218K
Shares

$24.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

109K
Shares

$12.3 Million
0.01% of portfolio
All Square Wealth Management LLC Albany, NY

72.5K
Shares

$8.18 Million
4.57% of portfolio
Armbruster Capital Management, Inc.

70.6K
Shares

$7.96 Million
1.54% of portfolio

About INVESCO FD TR

Ticker RZV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Callan Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Family Office, LLC with notifications on news.