GuideMark Large Cap Core Fund IVZ Holdings History
GuideMark Large Cap Core Fund's Invesco Ltd Holding Summary
As of 2025-03-31, GuideMark Large Cap Core Fund held 81,068.00 shares of Invesco Ltd(IVZ), totaling $1.23 Mil. This investment constitutes 0.17% of their stock portfolio, and GuideMark Large Cap Core Fund now holds 0.02% of the outstanding Invesco Ltd(IVZ) stock.
The initial trade took place in 2020Q1. And since then GuideMark Large Cap Core Fund has made 6 purchases of IVZ, at an average price of $14.03, for a total of 189,325.00 shares. In addition, there have been 3 sales at an average price of $18.03 for 108,257.00 shares. Based on historical transaction data and IVZ's current price of $20.20, GuideMark Large Cap Core Fund's estimated gain on his IVZ holdings is $932,954.99, reflecting a 35.12% gain to date.
GuideMark Large Cap Core Fund IVZ ($20.20) Holding Chart
GuideMark Large Cap Core Fund IVZ ($20.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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