Well Done, LLC Invesco Fd Tr Transaction History

Well Done, LLC

$477 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 09, 2019	SELL	$58.45 - $71.68 $54,416 - $66,734	-931 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$55.11 - $75.6 $51,307 - $70,383	931 New	931 $54,000

Others Institutions Holding RZV

# of Institutions

71

Shares Held

1.34M

Call Options Held

0

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$33.2 Million
1.11% of portfolio
Morgan Stanley New York, NY

228K
Shares

$24.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

112K
Shares

$12.2 Million
0.01% of portfolio
Armbruster Capital Management, Inc.

83.9K
Shares

$9.08 Million
1.73% of portfolio
All Square Wealth Management LLC Albany, NY

73.4K
Shares

$7.95 Million
4.41% of portfolio

About INVESCO FD TR

Ticker RZV
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