Ep Wealth Advisors, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,408,827 shares of PZA stock, worth $33.2 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,408,827
Previous 1,313,420 7.26%
Holding current value
$33.2 Million
Previous $31.7 Million 4.86%
% of portfolio
0.28%
Previous 0.28%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$23.42 - $24.25 $2.23 Million - $2.31 Million
95,407 Added 7.26%
1,408,827 $33.3 Million
Q3 2024

Nov 14, 2024
BUY
$23.57 - $24.19 $170,882 - $175,377
7,250 Added 0.56%
1,313,420 $31.7 Million
Q2 2024

Aug 19, 2024
BUY
$23.33 - $23.97 $954,710 - $980,900
40,922 Added 3.23%
1,306,170 $30.9 Million
Q1 2024

May 14, 2024
BUY
$23.73 - $24.28 $728,012 - $744,886
30,679 Added 2.48%
1,265,248 $30.2 Million
Q4 2023

Feb 28, 2024
BUY
$21.73 - $24.25 $14.3 Million - $16 Million
659,857 Added 114.82%
1,234,569 $29.9 Million
Q3 2023

Nov 22, 2023
BUY
$22.11 - $23.83 $2.78 Million - $3 Million
125,912 Added 28.06%
574,712 $12.7 Million
Q2 2023

Aug 14, 2023
BUY
$23.03 - $24.11 $10.1 Million - $10.6 Million
438,783 Added 4380.38%
448,800 $10.6 Million
Q1 2023

Jun 05, 2023
SELL
$22.96 - $24.09 $1.56 Million - $1.64 Million
-67,956 Reduced 87.15%
10,017 $237,000
Q4 2022

Jun 12, 2023
BUY
$21.69 - $23.55 $8.42 Million - $9.15 Million
388,416 Added 3877.57%
398,433 $9.14 Million
Q3 2022

Dec 02, 2022
SELL
$22.08 - $24.28 $2.27 Million - $2.49 Million
-102,739 Reduced 56.85%
77,973 $1.72 Million
Q2 2022

Aug 11, 2022
BUY
$22.84 - $24.92 $3.26 Million - $3.56 Million
142,711 Added 375.55%
180,712 $4.24 Million
Q1 2022

May 20, 2022
BUY
$24.8 - $27.06 $205,220 - $223,921
8,275 Added 27.84%
38,001 $947,000
Q4 2021

Feb 17, 2022
BUY
$26.7 - $27.14 $219,073 - $222,683
8,205 Added 38.13%
29,726 $806,000
Q3 2021

Nov 23, 2021
BUY
$26.86 - $27.5 $277,920 - $284,542
10,347 Added 92.6%
21,521 $578,000
Q3 2021

Nov 16, 2021
BUY
$26.86 - $27.5 $3,867 - $3,960
144 Added 1.31%
11,174 $578,000
Q2 2021

Aug 24, 2021
BUY
$26.8 - $27.43 $295,604 - $302,552
11,030 New
11,030 $301,000

Others Institutions Holding PZA

# of Institutions
244
Shares Held
84.6M
Call Options Held
4.7K
Put Options Held
35K
View Full List

About INVESCO ETF TR II NATL AMT-FRE

PZA Quotes by TradingView
  • Ticker PZA
  • Sector ETFs
  • Industry ETFs
More about PZA
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email