Kingsview Wealth Management, LLC Invesco Fd Tr Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Dec 03, 2021	SELL	$85.5 - $96.21 $552,073 - $621,227	-6,457 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$85.62 - $99.72 $552,848 - $643,892	6,457 New	6,457 $621,000
Q1 2021 May 24, 2021	SELL	$66.09 - $94.64 $733,797 - $1.05 Million	-11,103 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$51.15 - $68.07 $567,918 - $755,781	11,103 New	11,103 $739,000
Q2 2019 Jan 29, 2020	SELL	$57.64 - $68.41 $1.74 Million - $2.07 Million	-30,198 Closed	0 $0
Q1 2019 Jan 29, 2020	BUY	$58.45 - $71.68 $226,084 - $277,258	3,868 Added 14.69%	30,198 $1.98 Million
Q4 2018 Jan 29, 2020	BUY	$55.11 - $75.6 $973,959 - $1.34 Million	17,673 Added 204.15%	26,330 $1.52 Million
Q3 2018 Jan 29, 2020	BUY	$76.74 - $81.41 $112,961 - $119,835	1,472 Added 20.49%	8,657 $666,000
Q2 2018 Jan 29, 2020	BUY	$67.97 - $80.66 $488,364 - $579,542	7,185 New	7,185 $556,000

Others Institutions Holding RZV

# of Institutions

70

Shares Held

1.28M

Call Options Held

0

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$35.9 Million
1.23% of portfolio
Morgan Stanley New York, NY

218K
Shares

$25.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

109K
Shares

$12.7 Million
0.01% of portfolio
All Square Wealth Management LLC Albany, NY

72.5K
Shares

$8.48 Million
4.57% of portfolio
Armbruster Capital Management, Inc.

70.6K
Shares

$8.26 Million
1.54% of portfolio

About INVESCO FD TR

Ticker RZV
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