Strategic Financial Concepts, LLC Invesco Fd Tr Transaction History

Strategic Financial Concepts, LLC

$314 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$98.08 - $106.18 $1.3 Million - $1.41 Million	13,233 New	13,233 $3.99 Million

Others Institutions Holding RZV

# of Institutions

70

Shares Held

1.28M

Call Options Held

0

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$34.6 Million
1.23% of portfolio
Morgan Stanley New York, NY

218K
Shares

$24.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

109K
Shares

$12.3 Million
0.01% of portfolio
All Square Wealth Management LLC Albany, NY

72.5K
Shares

$8.18 Million
4.57% of portfolio
Armbruster Capital Management, Inc.

70.6K
Shares

$7.96 Million
1.54% of portfolio

About INVESCO FD TR

Ticker RZV
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