Ep Wealth Advisors, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,527,981 shares of PZA stock, worth $33.9 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,527,981
Previous 1,452,311
5.21%
Holding current value
$33.9 Million
Previous $33.5 Million
2.24%
% of portfolio
0.23%
Previous 0.28%
Shares
18 transactions
Others Institutions Holding PZA
# of Institutions
248Shares Held
86.6MCall Options Held
13.1KPut Options Held
0-
Bank Of America Corp Charlotte, NC46.5MShares$1.03 Billion0.08% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC3.9MShares$86.4 Million1.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.42MShares$53.6 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.94MShares$42.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.91MShares$42.3 Million0.0% of portfolio