Ep Wealth Advisors, LLC Invesco Ltd. Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,685 shares of IVZ stock, worth $179,131. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,685
Previous 10,578
10.47%
Holding current value
$179,131
Previous $185,000
10.27%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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...