Sugarloaf Wealth Management, LLC Invesco Ltd. Transaction History
Sugarloaf Wealth Management, LLC
- $460 Million
- Q2 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 50 shares of IVZ stock, worth $868. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$868
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding IVZ
# of Institutions
532Shares Held
301MCall Options Held
2.43MPut Options Held
3.84M-
Black Rock Inc. New York, NY54.2MShares$941 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.9MShares$866 Million0.01% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny27.2MShares$473 Million12.21% of portfolio
-
State Street Corp Boston, MA20.9MShares$363 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX18.1MShares$314 Million0.07% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $7.9B
- 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...