Smallwood Wealth Investment Management, LLC Invesco Fd Tr Transaction History

Smallwood Wealth Investment Management, LLC

  • $142 Million
  • Q4 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 9,271 shares of RZV stock, worth $1.06 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
9,271
Previous 6,516 42.28%
Holding current value
$1.06 Million
Previous $712,000 44.94%
% of portfolio
0.73%
Previous 0.52%

Shares

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

Jan 17, 2025
BUY
$105.77 - $119.36 $291,396 - $328,836
2,755 Added 42.28%
9,271 $1.03 Million
Q3 2024

Oct 16, 2024
BUY
$96.8 - $112.42 $250,615 - $291,055
2,589 Added 65.93%
6,516 $712,000
Q2 2024

Jul 26, 2024
BUY
$98.08 - $106.18 $385,160 - $416,968
3,927 New
3,927 $389,000

Others Institutions Holding RZV

# of Institutions
74
Shares Held
1.3M
Call Options Held
0
Put Options Held
100
View Full List

About INVESCO FD TR

RZV Quotes by TradingView
  • Ticker RZV
  • Sector ETFs
  • Industry ETFs
More about RZV
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