Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TOTAL RETURN
-
Total 13F shares
-
6,793
-
Share change
-
-232,491
-
Total reported value
-
$320,908
-
Price per share
-
$47.24
-
Number of holders
-
1
-
Value change
-
-$10,983,107
-
Number of sells
-
1
Institutional Holders of INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) as of Q4 2023
As of 31 Dec 2023,
INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
6,793 shares.
The largest 10 holders included
OSAIC HOLDINGS, INC., LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, Brio Consultants, LLC, KWB Wealth, RTD Financial Advisors, Inc., CWM, LLC, and GeoWealth Management, LLC.
This page lists
162
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.