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 8,547 shares of PZA stock, worth $201,880. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,547
Previous 9,592 10.89%
Holding current value
$201,880
Previous $231,000 12.99%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO ETF TR II NATL AMT-FRE


  • Ticker PZA
  • Sector ETFs
  • Industry ETFs
More about PZA
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.