Whipplewood Advisors, LLC Invesco Trust For Investment Grade Municipals Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
A detailed history of Whipplewood Advisors, LLC transactions in Invesco Trust For Investment Grade Municipals stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 104,427 shares of VGM stock, worth $1.01 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
104,427
Previous 65,417
59.63%
Holding current value
$1.01 Million
Previous $661 Million
1.98%
% of portfolio
0.38%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding VGM
# of Institutions
122Shares Held
22MCall Options Held
0Put Options Held
0-
Karpus Management, Inc. Pittsford, NY3.43MShares$33.1 Million1.25% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL2.84MShares$27.4 Million1.64% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN2.29MShares$22.1 Million0.52% of portfolio
-
Robinson Capital Management, LLC1.38MShares$13.3 Million5.81% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.11MShares$10.7 Million0.05% of portfolio
About Invesco Trust for Investment Grade Municipals
- Ticker VGM
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Invesco Trust for Investment Grade Municipals 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 Seni...