Wealth Enhancement & Preservation Of Ga, LLC Invesco Ltd. Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$25.69 - $29.33 $2.8 Million - $3.2 Million	-109,117 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$16.95 - $26.0 $1.85 Million - $2.84 Million	109,117 New	109,117 $2.83 Million

Others Institutions Holding IVZ

# of Institutions

548

Shares Held

303M

Call Options Held

5.86M

Put Options Held

4.67M

Black Rock Inc. New York, NY

54.2M
Shares

$978 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

51.1M
Shares

$921 Million
0.02% of portfolio
Nelson Peltz Trian Fund Management, L.P. | New York, Ny

23.2M
Shares

$418 Million
12.71% of portfolio
State Street Corp Boston, MA

21.1M
Shares

$380 Million
0.02% of portfolio
Dimensional Fund Advisors LP Austin, TX

19.8M
Shares

$358 Million
0.09% of portfolio

View Full List

About Invesco Ltd.

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $8.2B
Description
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equit...

More about IVZ

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