North Rock Partners, LLC Invesco Fd Tr Transaction History

North Rock Partners, LLC

$4.99 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Apr 22, 2025	BUY	$98.08 - $106.18 $4,413 - $4,778	45 New	45 $4,000
Q4 2023 Apr 22, 2025	BUY	$83.38 - $108.67 $3,752 - $4,890	45 New	45 $4,000

Others Institutions Holding RZV

# of Institutions

81

Shares Held

1.04M

Call Options Held

0

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$35.4 Million
1.2% of portfolio
Lpl Financial LLC Fort Mill, SC

94K
Shares

$10.9 Million
0.0% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

74K
Shares

$8.55 Million
0.18% of portfolio
All Square Wealth Management LLC Albany, NY

69K
Shares

$7.98 Million
4.37% of portfolio
Armbruster Capital Management, Inc.

65.9K
Shares

$7.62 Million
1.31% of portfolio

About INVESCO FD TR

Ticker RZV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of North Rock Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on North Rock Partners, LLC with notifications on news.