Ever Source Wealth Advisors, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 8,593 shares of PZA stock, worth $191,194. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,593
Previous 8,547 0.54%
Holding current value
$191,194
Previous $201,000 1.99%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 13, 2025
BUY
$22.83 - $23.75 $1,050 - $1,092
46 Added 0.54%
8,593 $197,000
Q4 2024

Feb 07, 2025
SELL
$23.42 - $24.25 $24,473 - $25,341
-1,045 Reduced 10.89%
8,547 $201,000
Q3 2024

Nov 08, 2024
BUY
$23.57 - $24.19 $3,606 - $3,701
153 Added 1.62%
9,592 $231,000
Q2 2024

Aug 13, 2024
BUY
$23.33 - $23.97 $12,434 - $12,776
533 Added 5.98%
9,439 $223,000
Q1 2024

Jun 11, 2024
BUY
$23.73 - $24.28 $66,586 - $68,129
2,806 Added 46.0%
8,906 $212,000
Q4 2023

Feb 09, 2024
BUY
$21.73 - $24.25 $132,553 - $147,925
6,100 New
6,100 $147,000

Others Institutions Holding PZA

# of Institutions
238
Shares Held
89.8M
Call Options Held
15.8K
Put Options Held
54.2K
View Full List

About INVESCO ETF TR II NATL AMT-FRE

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