A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Value Municipal Income Trust stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 11,610 shares of IIM stock, worth $136,881. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,610
Previous 11,260 3.11%
Holding current value
$136,881
Previous $138,000 7.97%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$12.19 - $12.99 $4,266 - $4,546
350 Added 3.11%
11,610 $149,000
Q2 2024

Jul 16, 2024

SELL
$11.31 - $12.34 $24,882 - $27,148
-2,200 Reduced 16.34%
11,260 $138,000
Q1 2024

Apr 15, 2024

SELL
$11.38 - $12.0 $20,484 - $21,600
-1,800 Reduced 11.8%
13,460 $161,000
Q4 2023

Jan 30, 2024

BUY
$9.98 - $11.77 $39,920 - $47,080
4,000 Added 35.52%
15,260 $178,000
Q3 2023

Nov 13, 2023

BUY
$10.4 - $12.1 $117,104 - $136,246
11,260 New
11,260 $117,000

Others Institutions Holding IIM

About Invesco Value Municipal Income Trust


  • Ticker IIM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Invesco Value Municipal Income 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 Secure...
More about IIM
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.