Concord Wealth Partners Invesco Fd Tr Transaction History
Concord Wealth Partners
- $591 Million
- Q3 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 $30,520. This represents 0.01% of its overall portfolio holdings.
Number of Shares
276
Previous 276
-0.0%
Holding current value
$30,520
Previous $27,000
11.11%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RZV
# of Institutions
70Shares Held
1.28MCall Options Held
0Put Options Held
100-
Systematic Alpha Investments, LLC Princeton, NJ306KShares$33.9 Million1.23% of portfolio
-
Morgan Stanley New York, NY218KShares$24.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC109KShares$12 Million0.01% of portfolio
-
All Square Wealth Management LLC Albany, NY72.5KShares$8.02 Million4.57% of portfolio
-
Armbruster Capital Management, Inc.70.6KShares$7.8 Million1.54% of portfolio