Colony Group LLC Invesco Fd Tr Transaction History

Colony Group LLC

$6.66 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 18, 2020	SELL	$31.8 - $70.02 $232,299 - $511,496	-7,305 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$60.62 - $69.89 $442,829 - $510,546	7,305 New	7,305 $511,000

Others Institutions Holding RZV

# of Institutions

71

Shares Held

1.34M

Call Options Held

0

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$33.2 Million
1.11% of portfolio
Morgan Stanley New York, NY

228K
Shares

$24.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

112K
Shares

$12.2 Million
0.01% of portfolio
Armbruster Capital Management, Inc.

83.9K
Shares

$9.08 Million
1.73% of portfolio
All Square Wealth Management LLC Albany, NY

73.4K
Shares

$7.95 Million
4.41% 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 Colony Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colony Group LLC with notifications on news.