Lester Murray Antman Dba Simply Rich Invesco Fd Tr Transaction History

Lester Murray Antman Dba Simply Rich

  • $359 Million
  • Q2 2025

A detailed history of Lester Murray Antman Dba Simply Rich transactions in Invesco Fd Tr stock. As of the latest transaction made, Lester Murray Antman Dba Simply Rich holds 8,567 shares of RZV stock, worth $923,179. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,567
Previous 8,622 0.64%
Holding current value
$923,179
Previous $852,000 5.28%
% of portfolio
0.25%
Previous 0.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$83.11 - $104.98 $4,571 - $5,773
-55 Reduced 0.64%
8,567 $897,000
Q1 2025

May 09, 2025
BUY
$96.48 - $115.16 $675 - $806
7 Added 0.08%
8,622 $852,000
Q3 2024

Oct 18, 2024
SELL
$96.8 - $112.42 $6,776 - $7,869
-70 Reduced 0.81%
8,615 $942,000
Q2 2024

Jul 26, 2024
SELL
$98.08 - $106.18 $98 - $106
-1 Reduced 0.01%
8,685 $861,000
Q4 2023

Jan 26, 2024
BUY
$83.38 - $108.67 $724,238 - $943,907
8,686 New
8,686 $932,000
Q2 2023

Aug 04, 2023
SELL
$83.59 - $93.57 $2,925 - $3,274
-35 Reduced 0.4%
8,785 $821,000
Q2 2022

Jul 22, 2022
SELL
$81.75 - $98.82 $81 - $98
-1 Reduced 0.01%
8,820 $732,000
Q1 2022

May 04, 2022
SELL
$90.99 - $99.8 $16,560 - $18,163
-182 Reduced 2.02%
8,821 $853,000
Q4 2021

Jan 07, 2022
BUY
$90.61 - $105.17 $90 - $105
1 Added 0.01%
9,003 $866,000
Q3 2021

Oct 04, 2021
BUY
$85.5 - $96.21 $769,671 - $866,082
9,002 New
9,002 $836,000
Q3 2019

Nov 01, 2019
SELL
$55.86 - $65.95 $563,236 - $664,973
-10,083 Closed
0 $0
Q2 2019

Aug 05, 2019
BUY
$57.64 - $68.41 $581,184 - $689,778
10,083 New
10,083 $630,000

Others Institutions Holding RZV

# of Institutions
77
Shares Held
1.09M
Call Options Held
0
Put Options Held
100
View Full List

About INVESCO FD TR

RZV Quotes by TradingView
  • Ticker RZV
  • Sector ETFs
  • Industry ETFs
More about RZV
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