Ever Source Wealth Advisors, LLC Invesco Ltd. Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 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 13,582 shares of IVZ stock, worth $319,448. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,582
Previous 12,946
4.91%
Holding current value
$319,448
Previous $204,000
52.45%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding IVZ
# of Institutions
631Shares Held
331MCall Options Held
8.35MPut Options Held
2.1M-
Black Rock Inc. New York, NY54.2MShares$1.28 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA52MShares$1.22 Billion0.02% of portfolio
-
State Street Corp Boston, MA21.5MShares$506 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX21.3MShares$502 Million0.11% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny14.6MShares$344 Million9.62% 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...