Wealth Enhancement Advisory Services, LLC Invesco Fd Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 3,858 shares of RZV stock, worth $338,462. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,858

Previous 3,654 5.58%

Holding current value

$338,462

Previous $406,000 6.16%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$96.48 - $115.16 $19,681 - $23,492	204 Added 5.58%	3,858 $381,000
Q4 2024 Mar 17, 2025	SELL	$105.77 - $119.36 $1.28 Million - $1.44 Million	-12,101 Reduced 76.81%	3,654 $406,000
Q3 2024 Oct 23, 2024	SELL	$96.8 - $112.42 $494,164 - $573,904	-5,105 Reduced 24.47%	15,755 $1.72 Million
Q2 2024 Jul 16, 2024	SELL	$98.08 - $106.18 $423,509 - $458,485	-4,318 Reduced 17.15%	20,860 $2.07 Million
Q1 2024 Apr 15, 2024	SELL	$98.35 - $107.51 $2.89 Million - $3.16 Million	-29,373 Reduced 53.85%	25,178 $2.71 Million
Q4 2023 Jan 30, 2024	BUY	$83.38 - $108.67 $469,095 - $611,377	5,626 Added 11.5%	54,551 $5.85 Million
Q3 2023 Nov 13, 2023	BUY	$88.8 - $99.99 $4.34 Million - $4.89 Million	48,925 New	48,925 $4.46 Million
Q1 2023 Apr 25, 2023	BUY	$85.08 - $106.78 $263,407 - $330,590	3,096 New	3,096 $280,000

Others Institutions Holding RZV

# of Institutions

Shares Held

1.3M

Call Options Held

Put Options Held

100

View Full List

About INVESCO FD TR

Ticker RZV
Sector ETFs
Industry ETFs

More about RZV

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC Invesco Fd Tr Transaction History