Principia Wealth Advisory, LLC Invesco Ltd. Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 45 shares of IVZ stock, worth $1,058. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45
Previous 35
28.57%
Holding current value
$1,058
Previous $478,000
48.54%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IVZ
# of Institutions
636Shares Held
329MCall Options Held
8.37MPut Options Held
2.12M-
Black Rock Inc. New York, NY54.2MShares$1.28 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA52MShares$1.22 Billion0.02% of portfolio
-
State Street Corp Boston, MA21.5MShares$506 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX21.3MShares$502 Million0.11% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny14.6MShares$344 Million9.62% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $10.7B
- 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...