A detailed history of Private Wealth Management Group, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 427 shares of IVZ stock, worth $6,725. This represents 0.0% of its overall portfolio holdings.

Number of Shares
427
Previous 244 75.0%
Holding current value
$6,725
Previous $4.05 Million 57.81%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$14.17 - $16.94 $2,593 - $3,100
183 Added 75.0%
427 $6.39 Million
Q4 2023

Feb 08, 2024

BUY
$12.52 - $18.07 $3,054 - $4,409
244 New
244 $4.35 Million

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $7.16B
  • 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...
More about IVZ
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