A detailed history of Wellspring Financial Advisors, LLC transactions in Invesco Municipal Opportunity Trust stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 16,000 shares of VMO stock, worth $161,280. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,000
Previous 16,000 -0.0%
Holding current value
$161,280
Previous $154 Million 1.25%
% of portfolio
0.02%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

BUY
$7.88 - $9.61 $18,912 - $23,064
2,400 Added 17.65%
16,000 $154 Million
Q4 2022

Feb 13, 2023

BUY
$8.73 - $9.91 $118,728 - $134,776
13,600 New
13,600 $134,000
Q2 2021

Aug 13, 2021

SELL
$13.2 - $13.79 $237,600 - $248,219
-18,000 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$12.76 - $13.42 $229,680 - $241,560
18,000 New
18,000 $206,000
Q2 2020

Aug 14, 2020

SELL
$10.95 - $11.91 $197,100 - $214,380
-18,000 Closed
0 $0
Q1 2020

May 14, 2020

BUY
$9.63 - $13.01 $173,340 - $234,180
18,000 New
18,000 $206,000

Others Institutions Holding VMO

About Invesco Municipal Opportunity Trust


  • Ticker VMO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Invesco Municipal Opportunity Trust 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 Senior Secured...
More about VMO
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