A detailed history of Epg Wealth Management LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Epg Wealth Management LLC holds 18,051 shares of IVZ stock, worth $342,969. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,051
Previous 0 Infinity%
Holding current value
$342,969
Previous $0 Infinity%
% of portfolio
0.08%
Previous 100.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$14.85 - $17.74 $268,057 - $320,224
18,051 New
18,051 $317 Million
Q2 2024

Aug 13, 2024

SELL
$14.17 - $16.94 $262,541 - $313,864
-18,528 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$15.09 - $18.22 $13,339 - $16,106
884 Added 5.01%
18,528 $307,000
Q4 2023

Feb 14, 2024

BUY
$12.52 - $18.07 $8,263 - $11,926
660 Added 3.89%
17,644 $314,000
Q3 2023

Nov 13, 2023

BUY
$14.09 - $18.4 $23,417 - $30,580
1,662 Added 10.85%
16,984 $246,000
Q2 2023

Aug 15, 2023

BUY
$14.38 - $17.47 $23,166 - $28,144
1,611 Added 11.75%
15,322 $257,000
Q1 2023

May 15, 2023

BUY
$15.04 - $20.21 $206,213 - $277,099
13,711 New
13,711 $224,000
Q3 2022

Nov 15, 2022

BUY
$13.7 - $19.07 $177,004 - $246,384
12,920 New
12,920 $177,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.64B
  • 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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