Invesco unit investment shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Invesco unit investment
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All positions including Invesco unit investment held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $352k | 19k | 18.46 |
2023-09-30 | $321k | 19k | 16.71 |
2023-06-30 | $384k | 21k | 18.05 |
2023-03-31 | $369k | 21k | 17.83 |
2022-12-31 | $220k | 13k | 16.72 |
2022-06-30 | $167k | 9.7k | 17.14 |
2022-03-31 | $191k | 9.7k | 19.68 |
2021-12-31 | $231k | 13k | 18.47 |
2021-09-30 | $163k | 9.3k | 17.55 |
2019-09-30 | $157k | 9.8k | 16.02 |
2019-06-30 | $160k | 9.8k | 16.33 |
2019-03-31 | $156k | 9.8k | 15.92 |
2018-12-31 | $86k | 6.1k | 14.16 |
2018-09-30 | $135k | 8.6k | 15.75 |
2018-06-30 | $95k | 6.1k | 15.64 |
More positions owned by Captrust Financial Advisors
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