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Invesco shares owned by True Wealth Design

Quarter-by-quarter ownership of Invesco (IVZ) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Invesco

Tip: Access up to 7 years of quarterly data

All positions including Invesco held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco by True Wealth Design

Quarter filed Position value Share count Share price at filing
2024-09-30 $77k 4.4k 17.56

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Ea Series Trust Alpha Arch 1-3 (BOXX)
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Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
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Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for True Wealth Design

Top funds holding Invesco

Massachusetts Mutual Life Insurance Company
BlackRock
BlackRock
Vanguard Group
Trian Fund Management
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
AQR Capital Management
Morgan Stanley
Alliancebernstein
Northern Trust
Fisher Investments
Charles Schwab Investment Management
Point72 Asset Management

View all funds holding Invesco