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 $363,471. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,230

Holding current value

$363,471

% 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

1.3M

Call Options Held

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$34.5 Million
1.23% of portfolio
Morgan Stanley New York, NY

218K
Shares

$24.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

109K
Shares

$12.2 Million
0.01% of portfolio
All Square Wealth Management LLC Albany, NY

72.5K
Shares

$8.16 Million
4.57% of portfolio
Armbruster Capital Management, Inc.

69.6K
Shares

$7.83 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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