Smallwood Wealth Investment Management, LLC Invesco Fd Tr Call Options Transaction History

Smallwood Wealth Investment Management, LLC

$152 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding RZV

# of Institutions

Shares Held

1.1M

Call Options Held

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$33.1 Million
1.16% of portfolio
Lpl Financial LLC Fort Mill, SC

96.1K
Shares

$10.4 Million
0.0% of portfolio
All Square Wealth Management LLC Albany, NY

69.2K
Shares

$7.46 Million
4.11% of portfolio
Armbruster Capital Management, Inc.

67.6K
Shares

$7.29 Million
1.34% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

55.4K
Shares

$5.97 Million
0.15% of portfolio

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About INVESCO FD TR

Ticker RZV
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