Legacy Wealth Planning, LLC Invesco Value Municipal Income Trust Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Invesco Value Municipal Income Trust stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 19,665 shares of IIM stock, worth $247,189. This represents 0.37% of its overall portfolio holdings.
Number of Shares
19,665
Previous 19,665
-0.0%
Holding current value
$247,189
Previous $253,000
10.67%
% of portfolio
0.37%
Previous 0.36%
Shares
6 transactions
Others Institutions Holding IIM
# of Institutions
106Shares Held
9.87MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.75MShares$22.1 Million0.0% of portfolio
-
Hennion & Walsh Asset Management, Inc.828KShares$10.4 Million0.4% of portfolio
-
Guggenheim Capital LLC Chicago, IL788KShares$9.9 Million0.07% of portfolio
-
Morgan Stanley New York, NY667KShares$8.38 Million0.0% of portfolio
-
Ubs Group Ag605KShares$7.61 Million0.0% of portfolio
About Invesco Value Municipal Income Trust
- Ticker IIM
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Invesco Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secure...