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LeConte Wealth Management, LLC → IVZ

LeConte Wealth Management, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
4
Latest value
$16M
Q3 2026
Peak value
$21.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$21.9M
Q1 2026$18.6M
Q2 2026$19.8M
Q3 2026$16M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$16M76.8K——
Q2 2026$19.8M92.8K——
Q1 2026$18.6M97.1K——
Q4 2025$21.9M114.6K——

Other funds holding IVZ

Other LeConte Wealth Management, LLC positions

ETHA

ISHARES TR

$12.2M
ETHA

ISHARES TR

$11.6M
ETHA

ISHARES TR

$10.7M
ETHA

ISHARES TR

$10M
VGES

VANGUARD SCOTTSDALE FDS

$9.4M
VGES

VANGUARD SCOTTSDALE FDS

$9M
VGES

VANGUARD SCOTTSDALE FDS

$9M
DIOD

DIREXION SHARES ETF TRUST

$7.8M