Golden State Wealth Management, LLC Invesco Ltd. Transaction History

Golden State Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$16.78 - $18.63 $343,990 - $381,915	-20,500 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$18.64 - $24.89 $3,709 - $4,953	-199 Reduced 0.96%	20,500 $517,000
Q4 2021 Feb 14, 2022	BUY	$21.76 - $26.53 $4,330 - $5,279	199 Added 0.97%	20,699 $476,000
Q1 2021 May 14, 2021	SELL	$16.95 - $26.0 $3,373 - $5,174	-199 Reduced 0.96%	20,500 $517,000
Q4 2020 Jan 28, 2021	BUY	$11.25 - $18.07 $232,863 - $374,030	20,699 New	20,699 $361,000

548

300M

5.86M

4.67M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $8.64B
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...

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