Innova Wealth Partners Invesco Fd Tr Transaction History

Innova Wealth Partners

$144 Million
Q4 2024

A detailed history of Innova Wealth Partners transactions in Invesco Fd Tr stock. As of the latest transaction made, Innova Wealth Partners holds 3,230 shares of RZV stock, worth $334,175. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,230

Holding current value

$334,175

% of portfolio

0.25%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 07, 2025	BUY	$105.77 - $119.36 $341,637 - $385,532	3,230 New	3,230 $359,000
Q2 2024 Aug 13, 2024	BUY	$98.08 - $106.18 $216,854 - $234,763	2,211 New	2,211 $219,000

Others Institutions Holding RZV

# of Institutions

Shares Held

1.31M

Call Options Held

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$31.7 Million
1.26% of portfolio
Morgan Stanley New York, NY

212K
Shares

$21.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

102K
Shares

$10.6 Million
0.0% of portfolio
All Square Wealth Management LLC Albany, NY

71.9K
Shares

$7.44 Million
4.66% of portfolio
Armbruster Capital Management, Inc.

69.6K
Shares

$7.2 Million
1.58% of portfolio

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 Innova Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Innova Wealth Partners with notifications on news.

Account