Ae Wealth Management LLC Invesco Ltd. Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Ae Wealth Management LLC holds 864,456 shares of IVZ stock, worth $13.3 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
864,456
Previous 606,179
42.61%
Holding current value
$13.3 Million
Previous $10.6 Million
41.96%
% of portfolio
0.15%
Previous 0.11%
Shares
29 transactions
Others Institutions Holding IVZ
# of Institutions
578Shares Held
317MCall Options Held
1.89MPut Options Held
4.21M-
Black Rock Inc. New York, NY54.2MShares$831 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA51.5MShares$789 Million0.02% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny23.2MShares$355 Million12.7% of portfolio
-
State Street Corp Boston, MA21.6MShares$332 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX20.1MShares$308 Million0.09% of portfolio
About Invesco Ltd.
- Ticker IVZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 454,800,000
- Market Cap $6.97B
- 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...