Ae Wealth Management LLC Invesco Fd Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 95 shares of RZV stock, worth $9,379. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$9,379

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$105.77 - $119.36 $10,048 - $11,339	95 New	95 $10,000

Others Institutions Holding RZV

# of Institutions

Shares Held

1.3M

Call Options Held

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$30.3 Million
1.26% of portfolio
Morgan Stanley New York, NY

212K
Shares

$20.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

102K
Shares

$10.1 Million
0.0% of portfolio
All Square Wealth Management LLC Albany, NY

71.9K
Shares

$7.1 Million
4.66% of portfolio
Armbruster Capital Management, Inc.

69.6K
Shares

$6.87 Million
1.58% of portfolio

View Full List

About INVESCO FD TR

Ticker RZV
Sector ETFs
Industry ETFs

More about RZV

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