Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 20,737 shares of CZA stock, worth $2.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,737
Previous 20,737 -0.0%
Holding current value
$2.01 Million
Previous $1.95 Million 8.38%
% of portfolio
0.02%
Previous 0.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 28, 2024
SELL
$79.88 - $94.25 $26,040 - $30,725
-326 Reduced 1.55%
20,737 $1.95 Million
Q3 2023

Nov 22, 2023
BUY
$84.93 - $92.14 $1.31 Million - $1.42 Million
15,380 Added 270.63%
21,063 $1.79 Million
Q2 2023

Aug 14, 2023
SELL
$83.1 - $89.25 $1.2 Million - $1.28 Million
-14,393 Reduced 71.69%
5,683 $507,000
Q1 2023

Jun 05, 2023
SELL
$82.74 - $95.11 $295,630 - $339,828
-3,573 Reduced 15.11%
20,076 $1.75 Million
Q4 2022

Jun 12, 2023
BUY
$86.24 - $93.19 $308,135 - $332,967
3,573 Added 17.8%
23,649 $2.1 Million
Q3 2022

Dec 02, 2022
SELL
N/A
-1,000 Reduced 4.06%
23,649 $1.89 Million
Q1 2022

May 20, 2022
SELL
N/A
-861 Reduced 3.38%
24,649 $2.34 Million
Q4 2021

Feb 17, 2022
BUY
N/A
274 Added 1.09%
25,510 $2.45 Million
Q3 2021

Nov 23, 2021
SELL
N/A
-9,641 Reduced 27.64%
25,236 $2.27 Million
Q3 2021

Nov 16, 2021
BUY
N/A
9,641 Added 38.2%
34,877 $2.27 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-4,138 Reduced 14.09%
25,236 $2.27 Million
Q1 2021

May 17, 2021
SELL
N/A
-38 Reduced 0.13%
29,374 $2.47 Million
Q4 2020

Feb 18, 2021
BUY
N/A
201 Added 0.69%
29,412 $2.24 Million
Q3 2020

Nov 17, 2020
SELL
N/A
-177 Reduced 0.6%
29,211 $1.93 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-2,108 Reduced 6.69%
29,388 $1.81 Million
Q1 2020

May 18, 2020
SELL
N/A
-107 Reduced 0.34%
31,496 $1.67 Million
Q4 2019

Feb 14, 2020
BUY
N/A
805 Added 2.61%
31,603 $2.43 Million
Q3 2019

Nov 18, 2019
BUY
N/A
210 Added 0.69%
30,798 $2.24 Million
Q2 2019

Aug 27, 2019
SELL
N/A
-2,440 Reduced 7.39%
30,588 $2.19 Million
Q1 2019

May 20, 2019
SELL
N/A
-2,521 Reduced 7.09%
33,028 $2.25 Million
Q4 2018

Feb 19, 2019
SELL
N/A
-5,350 Reduced 13.08%
35,549 $2.1 Million
Q3 2018

Nov 15, 2018
BUY
N/A
40,899 New
40,899 $2.79 Million

Others Institutions Holding CZA

# of Institutions
59
Shares Held
1.27M
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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