Independent Advisor Alliance Invesco Fd Tr Transaction History

Independent Advisor Alliance

$7.25 Billion
Q4 2024

A detailed history of Independent Advisor Alliance transactions in Invesco Fd Tr stock. As of the latest transaction made, Independent Advisor Alliance holds 3,210 shares of RZV stock, worth $350,403. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,210

Holding current value

$350,403

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$105.77 - $119.36 $339,521 - $383,145	3,210 New	3,210 $357,000

Others Institutions Holding RZV

# of Institutions

Shares Held

1.33M

Call Options Held

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$33.5 Million
1.23% of portfolio
Morgan Stanley New York, NY

218K
Shares

$23.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

109K
Shares

$11.9 Million
0.01% of portfolio
All Square Wealth Management LLC Albany, NY

72.5K
Shares

$7.91 Million
4.57% of portfolio
Armbruster Capital Management, Inc.

69.6K
Shares

$7.59 Million
1.58% of portfolio

View Full List

About INVESCO FD TR

Ticker RZV
Sector ETFs
Industry ETFs

More about RZV

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Independent Advisor Alliance Invesco Fd Tr Transaction History