Ep Wealth Advisors, LLC Invesco ETF Tr Ii N Y Amt Fre Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco ETF Tr Ii N Y Amt Fre stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 85,500 shares of PZT stock, worth $1.99 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
85,500
Previous 85,500
-0.0%
Holding current value
$1.99 Million
Previous $1.98 Million
0.35%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding PZT
# of Institutions
39Shares Held
1.32MCall Options Held
0Put Options Held
0-
Flynn Zito Capital Management, LLC175KShares$4.05 Million2.08% of portfolio
-
Bank Of America Corp Charlotte, NC163KShares$3.79 Million0.0% of portfolio
-
Morgan Stanley New York, NY131KShares$3.04 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC99.1KShares$2.3 Million0.0% of portfolio
-
Tortoise Investment Management, LLC84.4KShares$1.96 Million0.24% of portfolio