Sax Wealth Advisors, LLC Invesco ETF Tr Ii N Y Amt Fre Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco ETF Tr Ii N Y Amt Fre stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 33,704 shares of PZT stock, worth $756,654. This represents 0.04% of its overall portfolio holdings.

Number of Shares
33,704
Previous 36,114 6.67%
Holding current value
$756,654
Previous $781,000 4.1%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$21.11 - $22.3 $50,875 - $53,743
-2,410 Reduced 6.67%
33,704 $749,000
Q2 2025

Jul 23, 2025
BUY
$21.12 - $22.45 $762,727 - $810,759
36,114 New
36,114 $781,000

Others Institutions Holding PZT

# of Institutions
52
Shares Held
2.74M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II N Y AMT -FRE

PZT Quotes by TradingView
  • Ticker PZT
  • Sector ETFs
  • Industry ETFs
More about PZT
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