Foresight Capital Management Advisors, Inc. Invesco ETF Tr Ii Natl Amt Fre Transaction History

Foresight Capital Management Advisors, Inc.

$165 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$24.8 - $27.06 $644,924 - $703,695	-26,005 Closed	0 $0
Q4 2021 May 04, 2022	BUY	$26.7 - $27.14 $694,333 - $705,775	26,005 New	26,005 $705,000

Others Institutions Holding PZA

# of Institutions

233

Shares Held

81.7M

Call Options Held

4.7K

Put Options Held

35K

Bank Of America Corp Charlotte, NC

43.1M
Shares

$1.03 Billion
0.09% of portfolio
Ubs Group Ag

2.95M
Shares

$70.3 Million
0.02% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

2.53M
Shares

$60.3 Million
1.41% of portfolio
Envestnet Asset Management Inc

2.12M
Shares

$50.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$44 Million
0.0% of portfolio

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