Smallwood Wealth Investment Management, LLC Invesco Fd Tr Transaction History

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025

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 11,298 shares of RZV stock, worth $1.04 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
11,298
Previous 9,271 21.86%
Holding current value
$1.04 Million
Previous $1.03 Million 8.14%
% of portfolio
0.73%
Previous 0.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$96.48 - $115.16 $195,564 - $233,429
2,027 Added 21.86%
11,298 $1.12 Million
Q4 2024

Jan 17, 2025
BUY
$105.77 - $119.36 $291,396 - $328,836
2,755 Added 42.28%
9,271 $1.03 Million
Q3 2024

Oct 16, 2024
BUY
$96.8 - $112.42 $250,615 - $291,055
2,589 Added 65.93%
6,516 $712,000
Q2 2024

Jul 26, 2024
BUY
$98.08 - $106.18 $385,160 - $416,968
3,927 New
3,927 $389,000

Others Institutions Holding RZV

# of Institutions
80
Shares Held
1.28M
Call Options Held
0
Put Options Held
100
View Full List

About INVESCO FD TR

RZV Quotes by TradingView
  • Ticker RZV
  • Sector ETFs
  • Industry ETFs
More about RZV
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