Ep Wealth Advisors, LLC Invesco Ltd. Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,990 shares of IVZ stock, worth $281,285. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,990
Previous 12,477
3.9%
Holding current value
$281,285
Previous $189,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IVZ
# of Institutions
604Shares Held
339MCall Options Held
2.89MPut Options Held
1.42M-
Black Rock Inc. New York, NY54.2MShares$1.27 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA51.4MShares$1.21 Billion0.01% of portfolio
-
State Street Corp Boston, MA22.3MShares$522 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX21MShares$493 Million0.08% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny14.6MShares$343 Million7.41% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $10.7B
- 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...