Iht Wealth Management, LLC Invesco Fd Tr Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

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 12,240 shares of RZV stock, worth $1.37 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,240

Previous 3,780 223.81%

Holding current value

$1.37 Million

Previous $420,000 187.86%

% of portfolio

0.04%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$96.48 - $115.16 $816,220 - $974,253	8,460 Added 223.81%	12,240 $1.21 Million
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

1.08M

Call Options Held

Put Options Held

100

View Full List

About INVESCO FD TR

Ticker RZV
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Invesco Fd Tr Transaction History