Ever Source Wealth Advisors, LLC Invesco Ltd. Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 12,946 shares of IVZ stock, worth $310,704. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,946
Previous 4,600
181.43%
Holding current value
$310,704
Previous $69,000
195.65%
% of portfolio
0.01%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding IVZ
# of Institutions
580Shares Held
340MCall Options Held
2.89MPut Options Held
1.42M-
Black Rock Inc. New York, NY54.2MShares$1.3 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA51.4MShares$1.23 Billion0.01% of portfolio
-
State Street Corp Boston, MA22.3MShares$534 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX21MShares$504 Million0.08% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny14.6MShares$351 Million7.41% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $10.9B
- 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...