A detailed history of Avantax Advisory Services, Inc. transactions in Invesco Ltd. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,133 shares of IVZ stock, worth $150,184. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,133
Previous 10,423 6.81%
Holding current value
$150,184
Previous $183,000 6.01%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$16.78 - $18.63 $11,913 - $13,227
710 Added 6.81%
11,133 $194,000
Q3 2024

Nov 13, 2024

BUY
$14.85 - $17.74 $154,781 - $184,904
10,423 New
10,423 $183,000
Q4 2020

Jan 22, 2021

SELL
$11.25 - $18.07 $364,095 - $584,817
-32,364 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
$9.77 - $11.49 $316,196 - $371,862
32,364 New
32,364 $370,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $6.14B
  • 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...
More about IVZ
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