Wealthpoint, LLC Invesco Fd Tr Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	$58.45 - $71.68 $39,746 - $48,742	-680 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$55.11 - $75.6 $37,474 - $51,407	680 New	680 $39,000

Others Institutions Holding RZV

# of Institutions

80

Shares Held

1.3M

Call Options Held

0

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$28.2 Million
1.26% of portfolio
Morgan Stanley New York, NY

212K
Shares

$19.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

102K
Shares

$9.41 Million
0.0% of portfolio
All Square Wealth Management LLC Albany, NY

71.9K
Shares

$6.61 Million
4.66% of portfolio
Armbruster Capital Management, Inc.

67.6K
Shares

$6.22 Million
1.34% of portfolio

About INVESCO FD TR

Ticker RZV
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