Forum Financial Management, LP Invesco Ltd. Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Invesco Ltd. stock. As of the latest transaction made, Forum Financial Management, LP holds 19,139 shares of IVZ stock, worth $453,594. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,139
Previous 17,327
10.46%
Holding current value
$453,594
Previous $273,000
60.81%
% of portfolio
0.01%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding IVZ
# of Institutions
604Shares Held
339MCall Options Held
2.89MPut Options Held
1.42M-
Black Rock Inc. New York, NY54.2MShares$1.28 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA51.4MShares$1.22 Billion0.01% of portfolio
-
State Street Corp Boston, MA22.3MShares$528 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX21MShares$498 Million0.08% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny14.6MShares$347 Million7.41% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $10.8B
- 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...