Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Fd Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	BUY	$76.74 - $81.41 $25,554 - $27,109	333 Added 270.73%	456 $35,000
Q2 2018 Aug 16, 2018	BUY	$67.97 - $80.66 $8,360 - $9,921	123 New	123 $35,000

Others Institutions Holding RZV

# of Institutions

Shares Held

1.33M

Call Options Held

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$33.3 Million
1.23% of portfolio
Morgan Stanley New York, NY

218K
Shares

$23.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

102K
Shares

$11.1 Million
0.0% of portfolio
All Square Wealth Management LLC Albany, NY

71.9K
Shares

$7.81 Million
4.66% of portfolio
Armbruster Capital Management, Inc.

69.6K
Shares

$7.55 Million
1.58% of portfolio

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About INVESCO FD TR

Ticker RZV
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