A detailed history of Fin Trust Capital Advisors, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 555 shares of IVZ stock, worth $9,851. This represents 0.0% of its overall portfolio holdings.

Number of Shares
555
Previous 555 -0.0%
Holding current value
$9,851
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023

BUY
$14.09 - $18.4 $1,352 - $1,766
96 Added 20.92%
555 $8,000
Q2 2021

Aug 16, 2021

SELL
$25.69 - $29.33 $51,380 - $58,660
-2,000 Reduced 81.33%
459 $12,000
Q4 2020

Feb 16, 2021

SELL
$11.25 - $18.07 $5,118 - $8,221
-455 Reduced 15.61%
2,459 $43,000
Q3 2020

Nov 10, 2020

BUY
$9.77 - $11.49 $20,409 - $24,002
2,089 Added 253.21%
2,914 $33,000
Q2 2020

Sep 11, 2020

BUY
$6.7 - $11.55 $5,527 - $9,528
825 New
825 $9,000
Q2 2020

Aug 14, 2020

SELL
$6.7 - $11.55 $13,735 - $23,677
-2,050 Closed
0 $0
Q4 2019

Jan 23, 2020

SELL
$15.35 - $18.43 $5,602 - $6,726
-365 Reduced 15.11%
2,050 $37,000
Q2 2019

Aug 01, 2019

SELL
$19.54 - $21.97 $9,652 - $10,853
-494 Reduced 16.98%
2,415 $49,000
Q1 2019

May 09, 2019

BUY
$16.43 - $20.24 $8,527 - $10,504
519 Added 21.72%
2,909 $56,000
Q4 2018

Feb 11, 2019

BUY
$15.71 - $23.24 $37,546 - $55,543
2,390 New
2,390 $40,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.07B
  • 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
Track This Portfolio

Track Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.