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Invesco shares owned by Crewe Advisors

Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Crewe Advisors from 13F filings

Historical chart of Crewe Advisors investment in Invesco

Tip: Access up to 7 years of quarterly data

All positions including Invesco held by Crewe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5k 85 17.85
2022-09-30 $0 4 0.00
2020-09-30 $29k 2.6k 11.36

More positions owned by Crewe Advisors

Ensign (ENSG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Esg Intl Stk Etf (VSGX)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Pennant Group (PNTG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Fds Inf Tech Etf (VGT)

View all positions for Crewe Advisors

Top funds holding Invesco

Vanguard Group
Trian Fund Management
Dimensional Fund Advisors
Citadel Advisors
Fisher Investments
Charles Schwab Investment Management
Point72 Asset Management
Millennium Management
Balyasny Asset Management
Norges Bank Investment Management
Goldman Sachs Group
Barclays
Massachusetts Financial Services
Susquehanna International
Bank of New York Mellon

View all funds holding Invesco