Purchases and Sales Made in Q4 2024 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$1.4M - $1.59M
|
13.3K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
13.1KNew |
$1.39M - $1.57M
|
13.1K
$1.48M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.46KNew |
$366K - $413K
|
3.46K
$389K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
3.23KNew |
$342K - $386K
|
3.23K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.06K+ 15.1% |
$323K - $365K
|
23.3K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.76K+ 42.28% |
$291K - $329K
|
9.27K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.77K+ 3.31% |
$188K - $212K
|
55.5K
$6.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
1.53K+ 573.68% |
$161K - $182K
|
1.79K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$21.2K - $23.9K
|
200
$22.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
98+ 0.62% |
$10.4K - $11.7K
|
15.9K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
89+ 2.87% |
$9.41K - $10.6K
|
3.19K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
54+ 5.22% |
$5.71K - $6.45K
|
1.09K
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.9K - $2.15K
|
18
$2.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.19% |
$423 - $477
|
2.15K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-50- 0.77% |
$5.29K - $5.97K
|
6.43K
$723K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-457- 5.17% |
$48.3K - $54.5K
|
8.38K
$943K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.02K- 1.45% |
$108K - $122K
|
69.6K
$7.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.42K- 8.01% |
$150K - $169K
|
16.2K
$1.83M
|