Wealthcare Advisory Partners LLC Invesco Trust For Investment Grade Municipals Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$13.54 - $14.05 $108,225 - $112,301	-7,993 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$12.87 - $13.6 $102,869 - $108,704	7,993 New	7,993 $108,000
Q2 2020 Jul 29, 2020	SELL	$11.25 - $12.23 $45,000 - $48,920	-4,000 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$10.04 - $13.45 $40,160 - $53,800	4,000 New	4,000 $48,000

Others Institutions Holding VGM

# of Institutions

112

Shares Held

20.8M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

2.83M
Shares

$28.6 Million
0.97% of portfolio
Sit Investment Associates Inc Minneapolis, MN

2.49M
Shares

$25.2 Million
0.59% of portfolio
Saba Capital Management, L.P. New York, NY

2.4M
Shares

$24.4 Million
0.54% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.61M
Shares

$16.3 Million
0.94% of portfolio
Robinson Capital Management, LLC

956K
Shares

$9.69 Million
3.67% of portfolio

About Invesco Trust for Investment Grade Municipals

Ticker VGM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Invesco Trust for Investment Grade Municipals is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Seni...

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