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 $40,355. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,310
Previous 2,778
16.85%
Holding current value
$40,355
Previous $46,000
26.09%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding IVZ
# of Institutions
532Shares Held
301MCall Options Held
2.43MPut Options Held
3.84M-
Black Rock Inc. New York, NY54.2MShares$947 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.9MShares$871 Million0.01% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny27.2MShares$476 Million12.21% of portfolio
-
State Street Corp Boston, MA20.9MShares$365 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX18.1MShares$316 Million0.07% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $7.95B
- 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...