Ever Source Wealth Advisors, LLC Invesco Ltd. Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 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 2,310 shares of IVZ stock, worth $42,226. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,310
Previous 2,778
16.85%
Holding current value
$42,226
Previous $46,000
26.09%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding IVZ
# of Institutions
538Shares Held
303MCall Options Held
2.43MPut Options Held
3.84M-
Black Rock Inc. New York, NY54.2MShares$991 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.9MShares$912 Million0.01% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny27.2MShares$498 Million12.21% of portfolio
-
State Street Corp Boston, MA20.9MShares$382 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX19.8MShares$362 Million0.09% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $8.31B
- 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...