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

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
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