Perigon Wealth Management, LLC Invesco Ltd. Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
A detailed history of Perigon Wealth Management, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,896 shares of IVZ stock, worth $191,333. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,896
Previous 11,669
6.62%
Holding current value
$191,333
Previous $193,000
15.54%
% of portfolio
0.0%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding IVZ
# of Institutions
532Shares Held
301MCall Options Held
2.43MPut Options Held
3.84M-
Black Rock Inc. New York, NY54.2MShares$952 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.9MShares$876 Million0.01% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny27.2MShares$478 Million12.21% of portfolio
-
State Street Corp Boston, MA20.9MShares$367 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX18.1MShares$318 Million0.07% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $7.99B
- Description
- Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equit...