Twelve Points Wealth Management LLC Invesco Fd Tr Transaction History
Twelve Points Wealth Management LLC
- $276 Million
- Q2 2024
A detailed history of Twelve Points Wealth Management LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 14,797 shares of RZV stock, worth $1.56 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
14,797
Previous 13,584
8.93%
Holding current value
$1.56 Million
Previous $1.46 Million
0.55%
% of portfolio
0.53%
Previous 0.55%
Shares
11 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
-
Lpl Financial LLC Fort Mill, SC112KShares$11.9 Million0.01% of portfolio
-
Armbruster Capital Management, Inc.83.9KShares$8.86 Million1.73% of portfolio
-
All Square Wealth Management LLC Albany, NY73.4KShares$7.75 Million4.41% of portfolio