Ever Source Wealth Advisors, LLC Invesco Ltd. Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
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 1,601 shares of IVZ stock, worth $28,401. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,601
Previous 2,310
30.69%
Holding current value
$28,401
Previous $34,000
17.65%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding IVZ
# of Institutions
546Shares Held
302MCall Options Held
5.86MPut Options Held
4.67M-
Black Rock Inc. New York, NY54.2MShares$962 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA51.1MShares$906 Million0.02% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny23.2MShares$411 Million12.71% of portfolio
-
State Street Corp Boston, MA21.1MShares$374 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX19.8MShares$352 Million0.09% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $8.07B
- 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...