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 $1.97 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
85,500
Previous 85,500 -0.0%
Holding current value
$1.97 Million
Previous $1.98 Million 0.35%
% of portfolio
0.02%
Previous 0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
39
Shares Held
1.32M
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email