Invesco shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Invesco
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Quarterly reported holdings in Invesco by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.7M | 325k | 17.56 |
| 2024-06-30 | $4.8M | 318k | 14.96 |
| 2024-03-31 | $5.3M | 319k | 16.59 |
| 2023-12-31 | $5.5M | 306k | 17.84 |
| 2023-09-30 | $4.6M | 316k | 14.52 |
| 2023-06-30 | $5.2M | 310k | 16.81 |
| 2023-03-31 | $4.6M | 278k | 16.40 |
| 2022-12-31 | $4.9M | 271k | 17.99 |
| 2022-09-30 | $3.7M | 268k | 13.70 |
| 2022-06-30 | $4.2M | 261k | 16.13 |
| 2022-03-31 | $5.6M | 245k | 23.06 |
| 2021-12-31 | $5.3M | 231k | 23.02 |
| 2021-09-30 | $5.3M | 221k | 24.11 |
| 2021-06-30 | $5.3M | 197k | 26.73 |
| 2021-03-31 | $5.7M | 227k | 25.22 |
| 2020-12-31 | $3.8M | 217k | 17.43 |
| 2020-09-30 | $2.3M | 200k | 11.41 |
| 2020-06-30 | $2.2M | 200k | 10.76 |