Ep Wealth Advisors, LLC Invesco ETF Tr Ii N Y 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 N Y Amt Fre stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 70,770 shares of PZT stock, worth $1.59 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

70,770

Previous 76,370 7.33%

Holding current value

$1.59 Million

Previous $1.69 Million 9.25%

% of portfolio

0.01%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$21.12 - $22.45 $118,272 - $125,720	-5,600 Reduced 7.33%	70,770 $1.53 Million
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

Shares Held

2.53M

Call Options Held

Put Options Held

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About INVESCO ETF TR II N Y AMT -FRE

Ticker PZT
Sector ETFs
Industry ETFs

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