Smallwood Wealth Investment Management, LLC Invesco Fd Tr Transaction History
Smallwood Wealth Investment Management, LLC
- $126 Million
- Q2 2024
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 3,927 shares of RZV stock, worth $414,691. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,927Holding current value
$414,691% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding RZV
# of Institutions
71Shares Held
1.34MCall Options Held
0Put Options Held
100-
Systematic Alpha Investments, LLC Princeton, NJ306KShares$32.4 Million1.11% of portfolio
-
Morgan Stanley New York, NY228KShares$24.1 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC112KShares$11.9 Million0.01% of portfolio
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Armbruster Capital Management, Inc.83.9KShares$8.86 Million1.73% of portfolio
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All Square Wealth Management LLC Albany, NY73.4KShares$7.75 Million4.41% of portfolio