Atria Wealth Solutions, Inc. Invesco ETF Tr Ii N Y Amt Fre Transaction History

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii N Y Amt Fre stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 9,706 shares of PZT stock, worth $225,373. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,706
Previous 11,177 13.16%
Holding current value
$225,373
Previous $258,000 13.57%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$22.71 - $23.39 $33,406 - $34,406
-1,471 Reduced 13.16%
9,706 $223,000
Q4 2023

Feb 02, 2024
SELL
$20.67 - $23.14 $206,617 - $231,307
-9,996 Reduced 47.21%
11,177 $258,000
Q3 2023

Nov 08, 2023
SELL
$21.17 - $22.93 $6,605 - $7,154
-312 Reduced 1.45%
21,173 $449,000
Q2 2023

Aug 03, 2023
BUY
$22.15 - $23.06 $29,415 - $30,623
1,328 Added 6.59%
21,485 $488,000
Q1 2023

Aug 22, 2023
BUY
$22.03 - $23.09 $24,078 - $25,237
1,093 Added 5.09%
22,578 $514,000
Q1 2023

Jun 14, 2023
SELL
$22.03 - $23.09 $53,334 - $55,900
-2,421 Reduced 10.72%
20,157 $459,000
Q1 2023

May 10, 2023
BUY
$22.03 - $23.09 $53,334 - $55,900
2,421 Added 12.01%
22,578 $514,000
Q4 2022

Aug 30, 2023
SELL
$20.91 - $22.57 $27,768 - $29,972
-1,328 Reduced 6.18%
20,157 $446,000
Q4 2022

Feb 13, 2023
BUY
$20.91 - $22.57 $20,826 - $22,479
996 Added 5.2%
20,157 $446,000
Q3 2022

Nov 14, 2022
BUY
$21.59 - $23.33 $9,823 - $10,615
455 Added 2.43%
19,161 $409,000
Q2 2022

Aug 15, 2022
SELL
$22.03 - $23.86 $991 - $1,073
-45 Reduced 0.24%
18,706 $421,000
Q1 2022

May 16, 2022
BUY
$23.74 - $26.06 $445,148 - $488,651
18,751 New
18,751 $448,000

Others Institutions Holding PZT

# of Institutions
39
Shares Held
1.32M
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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