Summit Financial Wealth Advisors, LLC Invesco Municipal Opportunity Trust Transaction History
Summit Financial Wealth Advisors, LLC
- $440 Million
- Q2 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Invesco Municipal Opportunity Trust stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 22,130 shares of VMO stock, worth $221,078. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,130
Previous 28,455
22.23%
Holding current value
$221,078
Previous $276,000
19.2%
% of portfolio
0.05%
Previous 0.06%
Shares
27 transactions
Others Institutions Holding VMO
# of Institutions
118Shares Held
24.8MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY6.71MShares$67 Million1.14% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN3.11MShares$31.1 Million0.72% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL1.88MShares$18.7 Million0.97% of portfolio
-
Karpus Management, Inc. Pittsford, NY1.71MShares$17.1 Million0.53% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.5MShares$15 Million0.75% of portfolio
About Invesco Municipal Opportunity Trust
- Ticker VMO
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Invesco Municipal Opportunity Trust is a closed ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secured...