Concord Wealth Partners Invesco Fd Tr Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Invesco Fd Tr stock. As of the latest transaction made, Concord Wealth Partners holds 276 shares of RZV stock, worth $27,412. This represents 0.0% of its overall portfolio holdings.
Number of Shares
276
Previous 276
-0.0%
Holding current value
$27,412
Previous $30,000
-0.0%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding RZV
# of Institutions
81Shares Held
1.31MCall Options Held
0Put Options Held
100-
Systematic Alpha Investments, LLC Princeton, NJ306KShares$30.4 Million1.26% of portfolio
-
Morgan Stanley New York, NY212KShares$21 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC102KShares$10.2 Million0.0% of portfolio
-
All Square Wealth Management LLC Albany, NY71.9KShares$7.14 Million4.66% of portfolio
-
Armbruster Capital Management, Inc.69.6KShares$6.91 Million1.58% of portfolio