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

70

Shares Held

1.22M

Call Options Held

0

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$29.9 Million
1.32% of portfolio
Lpl Financial LLC Fort Mill, SC

114K
Shares

$11.1 Million
0.01% of portfolio
Armbruster Capital Management, Inc.

85.5K
Shares

$8.35 Million
1.96% of portfolio
All Square Wealth Management LLC Albany, NY

74.7K
Shares

$7.3 Million
4.76% of portfolio
Ubs Group Ag

52.9K
Shares

$5.16 Million
0.0% of portfolio

About INVESCO FD TR

Ticker RZV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Veritable, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Veritable, L.P. with notifications on news.