Bernardo Wealth Planning LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 32,370 shares of PZA stock, worth $751,955. This represents 0.16% of its overall portfolio holdings.

Number of Shares
32,370
Previous 35,341 8.41%
Holding current value
$751,955
Previous $814,000 10.93%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Aug 13, 2025
SELL
$22.18 - $23.36 $65,896 - $69,402
-2,971 Reduced 8.41%
32,370 $725,000
Q1 2025

Apr 22, 2025
SELL
$22.83 - $23.75 $17,967 - $18,691
-787 Reduced 2.18%
35,341 $814,000
Q4 2024

Jan 16, 2025
SELL
$23.42 - $24.25 $21,312 - $22,067
-910 Reduced 2.46%
36,128 $852,000
Q3 2024

Oct 18, 2024
SELL
$23.57 - $24.19 $51,076 - $52,419
-2,167 Reduced 5.53%
37,038 $889,000
Q2 2024

Jul 10, 2024
BUY
$23.33 - $23.97 $464,290 - $477,026
19,901 Added 103.09%
39,205 $928,000
Q1 2024

May 07, 2024
BUY
$23.73 - $24.28 $458,083 - $468,701
19,304 New
19,304 $460,000

Others Institutions Holding PZA

# of Institutions
243
Shares Held
85.5M
Call Options Held
13.1K
Put Options Held
0
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 Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning 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 Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email