Colonial River Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Colonial River Wealth Management, LLC

  • $217 Million
  • Q2 2025

A detailed history of Colonial River Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 5,865 shares of CZA stock, worth $621,865. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,865
Previous 5,865 -0.0%
Holding current value
$621,865
Previous $609,000 2.3%
% of portfolio
0.29%
Previous 0.35%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$101.07 - $108.24 $19,607 - $20,998
-194 Reduced 3.2%
5,865 $609,000
Q4 2024

Feb 04, 2025
SELL
$103.81 - $113.57 $11,938 - $13,060
-115 Reduced 1.86%
6,059 $629,000
Q2 2024

Jul 19, 2024
SELL
$95.07 - $100.93 $43,066 - $45,721
-453 Reduced 6.84%
6,174 $602,000
Q4 2023

Jan 23, 2024
SELL
$79.88 - $94.25 $125,092 - $147,595
-1,566 Reduced 19.11%
6,627 $621,000
Q3 2023

Nov 03, 2023
SELL
$84.93 - $92.14 $57,157 - $62,010
-673 Reduced 7.59%
8,193 $697,000
Q2 2023

Aug 08, 2023
SELL
$83.1 - $89.25 $27,173 - $29,184
-327 Reduced 3.56%
8,866 $791,000
Q1 2023

May 04, 2023
SELL
$82.74 - $95.11 $34,668 - $39,851
-419 Reduced 4.36%
9,193 $802,000
Q4 2022

Feb 10, 2023
SELL
$79.52 - $93.19 $48,666 - $57,032
-612 Reduced 5.99%
9,612 $854,000
Q3 2022

Nov 14, 2022
SELL
$79.96 - $94.71 $40,699 - $48,207
-509 Reduced 4.74%
10,224 $818,000
Q2 2022

Aug 15, 2022
SELL
$80.3 - $96.15 $260,172 - $311,526
-3,240 Reduced 23.19%
10,733 $900,000
Q1 2022

Apr 15, 2022
SELL
$88.37 - $96.33 $1.71 Million - $1.86 Million
-19,335 Reduced 58.05%
13,973 $1.33 Million
Q4 2021

Feb 15, 2022
BUY
$89.61 - $96.11 $2.98 Million - $3.2 Million
33,308 New
33,308 $3.2 Million
Q3 2021

Oct 25, 2021
SELL
$88.68 - $95.22 $3.84 Million - $4.12 Million
-43,310 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$84.93 - $91.75 $10,531 - $11,377
124 Added 0.29%
43,310 $3.89 Million
Q1 2021

May 17, 2021
BUY
$74.97 - $84.3 $290,508 - $326,662
3,875 Added 9.86%
43,186 $3.64 Million
Q4 2020

Feb 19, 2021
BUY
$66.13 - $77.24 $2.6 Million - $3.04 Million
39,311 New
39,311 $3.11 Million

Others Institutions Holding CZA

# of Institutions
64
Shares Held
780K
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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