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Get Institutions for : 
Invesco Van Kampen Inc Tr (VLT)  
$10.63 0.03 (0.28%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    1
Total shares held : 
1,020,453  
% of shares held : 
12.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
43,192  
% of shares held change : 
  0.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$9.81  
Last Quarter's Ending Price : 
$10.39  
Last Quarter's Average Price
$9.94  
Change from last quarter's     
avg. price to the last closing  : 
0.69 (6.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 24,862
 2.44%
 
Increased Positions :
8
 72,226
 7.08%
 
Unchanged Positions :
8
 47,976
 4.7%
 
Decreased Positions :
7
-52,486
-5.14%
 
Closed Positions :
2
-1,410
-0.14%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Goss Wealth Management LLC 1161 - 2024-03-31 65,150 $699,000 -5,600
   AMERIPRISE FINANCIAL INC 3330 - 2024-03-31 40,848 $505,000 -5,304
   GUGGENHEIM CAPITAL LLC 1473 - 2024-03-31 46,299 $497,000 -14,095
   UBS Group AG 4258 - 2024-03-31 35,410 $380,000 -6,900
   WELLS FARGO & CO/MN 4093 - 2024-03-31 14,082 $151,000 -940
   Integrated Capital Management Inc. 74 - 2024-03-31 12,488 $134,000 -62
   MORGAN STANLEY 6098 - 2024-03-31 3,328 $36,000 -27
   ROYAL BANK OF CANADA 5096 - 2024-03-31 3,000 $32,000 -6,192

  8 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results