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

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 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 41,676 shares of PZT stock, worth $935,626. This represents 0.05% of its overall portfolio holdings.

Number of Shares
41,676
Previous 33,704 23.65%
Holding current value
$935,626
Previous $749,000 24.83%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$22.27 - $22.59 $177,536 - $180,087
7,972 Added 23.65%
41,676 $935,000
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
2.78M
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
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email