Iht Wealth Management, LLC Invesco Fd Tr Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 3,780 shares of RZV stock, worth $372,670. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,780

Holding current value

$372,670

% of portfolio

0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$105.77 - $119.36 $399,810 - $451,180	3,780 New	3,780 $420,000
Q1 2023 May 15, 2023	SELL	$85.08 - $106.78 $39,136 - $49,118	-460 Reduced 13.96%	2,835 $257,000
Q4 2022 Feb 14, 2023	SELL	$78.46 - $94.61 $37,346 - $45,034	-476 Reduced 12.62%	3,295 $291,000
Q3 2022 Nov 22, 2022	SELL	$76.31 - $94.74 $3.25 Million - $4.04 Million	-42,629 Reduced 91.87%	3,771 $288,000
Q2 2022 Aug 15, 2022	BUY	$81.75 - $98.82 $3.43 Million - $4.14 Million	41,910 Added 933.41%	46,400 $3.86 Million
Q1 2022 May 16, 2022	SELL	$90.99 - $99.8 $5,732 - $6,287	-63 Reduced 1.38%	4,490 $434,000
Q4 2021 Feb 14, 2022	BUY	$90.61 - $105.17 $412,547 - $478,839	4,553 New	4,553 $438,000
Q4 2018 Feb 15, 2019	SELL	$55.11 - $75.6 $1.08 Million - $1.48 Million	-19,605 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$76.74 - $81.41 $1.5 Million - $1.6 Million	19,605 New	19,605 $1.51 Million

Others Institutions Holding RZV

# of Institutions

Shares Held

1.3M

Call Options Held

Put Options Held

100

View Full List

About INVESCO FD TR

Ticker RZV
Sector ETFs
Industry ETFs

More about RZV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Invesco Fd Tr Transaction History