Vanguard Capital Wealth Advisors Invesco Fd Tr Transaction History

Vanguard Capital Wealth Advisors

$78.9 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 25, 2021	SELL	$51.15 - $68.07 $410,223 - $545,921	-8,020 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$31.43 - $57.92 $252,068 - $464,518	8,020 New	8,020 $377,000

Others Institutions Holding RZV

# of Institutions

75

Shares Held

1.1M

Call Options Held

0

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$31.3 Million
1.16% of portfolio
Lpl Financial LLC Fort Mill, SC

96.1K
Shares

$9.82 Million
0.0% of portfolio
All Square Wealth Management LLC Albany, NY

69.2K
Shares

$7.07 Million
4.11% of portfolio
Armbruster Capital Management, Inc.

67.6K
Shares

$6.91 Million
1.34% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

55.4K
Shares

$5.66 Million
0.15% of portfolio

About INVESCO FD TR

Ticker RZV
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