A detailed history of Wedmont Private Capital transactions in Invesco Ltd. stock. As of the latest transaction made, Wedmont Private Capital holds 16,314 shares of IVZ stock, worth $298,219. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,314
Previous 14,136 15.41%
Holding current value
$298,219
Previous $211,000 35.55%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$14.85 - $17.74 $32,343 - $38,637
2,178 Added 15.41%
16,314 $286,000
Q2 2024

Jul 15, 2024

BUY
$14.17 - $16.94 $70 - $84
5 Added 0.04%
14,136 $211,000
Q1 2024

Apr 10, 2024

BUY
$15.09 - $18.22 $1,584 - $1,913
105 Added 0.75%
14,131 $234,000
Q4 2023

Jan 09, 2024

BUY
$12.52 - $18.07 $175,605 - $253,449
14,026 New
14,026 $250,000
Q4 2022

Jan 09, 2023

BUY
$13.72 - $19.77 $211,823 - $305,229
15,439 New
15,439 $0

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.31B
  • 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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