A detailed history of Capital Performance Advisors LLP transactions in Invesco Ltd. stock. As of the latest transaction made, Capital Performance Advisors LLP holds 12,476 shares of IVZ stock, worth $214,711. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,476
Previous 7,473 66.95%
Holding current value
$214,711
Previous $131,000 66.41%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Jan 31, 2025

BUY
$16.78 - $18.63 $83,950 - $93,205
5,003 Added 66.95%
12,476 $218,000
Q3 2024

Nov 01, 2024

BUY
$14.85 - $17.74 $110,974 - $132,571
7,473 New
7,473 $131,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $7.83B
  • 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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