Ep Wealth Advisors, LLC Invesco ETF Tr Ii N Y Amt Fre Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

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 76,370 shares of PZT stock, worth $1.65 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
76,370
Previous 92,500 17.44%
Holding current value
$1.65 Million
Previous $2.11 Million 20.05%
% of portfolio
0.01%
Previous 0.02%

Shares

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

May 15, 2025
SELL
$22.05 - $23.0 $355,666 - $370,990
-16,130 Reduced 17.44%
76,370 $1.69 Million
Q4 2024

Feb 13, 2025
BUY
$22.58 - $23.47 $158,060 - $164,290
7,000 Added 8.19%
92,500 $2.11 Million
Q4 2023

Feb 28, 2024
BUY
$20.67 - $23.14 $1.77 Million - $1.98 Million
85,500 New
85,500 $1.98 Million

Others Institutions Holding PZT

# of Institutions
43
Shares Held
2.85M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II N Y AMT -FRE

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