Axxcess Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 5,865 shares of CZA stock, worth $621,865. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,865
Previous 4,767 23.03%
Holding current value
$621,865
Previous $495,000 26.26%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$90.93 - $106.67 $99,841 - $117,123
1,098 Added 23.03%
5,865 $625,000
Q1 2025

Apr 30, 2025
SELL
$101.07 - $108.24 $130,582 - $139,846
-1,292 Reduced 21.32%
4,767 $495,000
Q4 2024

Feb 10, 2025
SELL
$103.81 - $113.57 $622 - $681
-6 Reduced 0.1%
6,059 $629,000
Q3 2024

Nov 04, 2024
BUY
$96.53 - $108.29 $9,073 - $10,179
94 Added 1.57%
6,065 $656,000
Q2 2024

Aug 09, 2024
BUY
$95.07 - $100.93 $567,662 - $602,653
5,971 New
5,971 $583,000

Others Institutions Holding CZA

# of Institutions
62
Shares Held
811K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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