Theory Financial LLC Invesco Fd Tr Transaction History
Theory Financial LLC
- $196 Million
- Q1 2024
A detailed history of Theory Financial LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Theory Financial LLC holds 37,976 shares of RZV stock, worth $3.77 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
37,976
Previous 39,869
4.75%
Holding current value
$3.77 Million
Previous $4.28 Million
4.56%
% of portfolio
2.08%
Previous 2.29%
Shares
9 transactions
Others Institutions Holding RZV
# of Institutions
70Shares Held
1.22MCall Options Held
0Put Options Held
100-
Systematic Alpha Investments, LLC Princeton, NJ306KShares$30.4 Million1.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC114KShares$11.3 Million0.01% of portfolio
-
Armbruster Capital Management, Inc.85.5KShares$8.48 Million1.96% of portfolio
-
All Square Wealth Management LLC Albany, NY74.7KShares$7.42 Million4.76% of portfolio
-
Ubs Group Ag52.9KShares$5.25 Million0.0% of portfolio