Veritable, L.P. Invesco Fd Tr Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$31.8 - $70.02 $132,765 - $292,333	-4,175 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$58.45 - $71.68 $244,028 - $299,264	4,175 New	4,175 $274,000

Others Institutions Holding RZV

# of Institutions

75

Shares Held

1.32M

Call Options Held

0

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$34.9 Million
1.23% of portfolio
Morgan Stanley New York, NY

218K
Shares

$24.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

109K
Shares

$12.4 Million
0.01% of portfolio
All Square Wealth Management LLC Albany, NY

72.5K
Shares

$8.26 Million
4.57% of portfolio
Armbruster Capital Management, Inc.

69.6K
Shares

$7.92 Million
1.58% of portfolio

About INVESCO FD TR

Ticker RZV
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