Perigon Wealth Management, LLC Invesco Ltd. Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 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 11,363 shares of IVZ stock, worth $207,715. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,363
Previous 10,896
4.29%
Holding current value
$207,715
Previous $163,000
22.09%
% of portfolio
0.01%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding IVZ
# of Institutions
538Shares Held
303MCall Options Held
2.43MPut Options Held
3.84M-
Black Rock Inc. New York, NY54.2MShares$991 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.9MShares$912 Million0.01% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny27.2MShares$498 Million12.21% of portfolio
-
State Street Corp Boston, MA20.9MShares$382 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX19.8MShares$362 Million0.09% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $8.31B
- 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...