Householder Group Estate & Retirement Specialist, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	BUY	$22.96 - $24.09 $82,770 - $86,844	3,605 New	3,605 $85,000
Q3 2022 Oct 11, 2022	BUY	$22.08 - $24.28 $98,432 - $108,240	4,458 New	4,458 $98,000

Others Institutions Holding PZA

# of Institutions

236

Shares Held

82.6M

Call Options Held

4.7K

Put Options Held

35K

Bank Of America Corp Charlotte, NC

43.1M
Shares

$1.01 Billion
0.09% of portfolio
Ubs Group Ag

2.95M
Shares

$69.1 Million
0.02% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

2.7M
Shares

$63.4 Million
1.24% of portfolio
Envestnet Asset Management Inc

2.12M
Shares

$49.8 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$43.3 Million
0.0% of portfolio

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About INVESCO ETF TR II NATL AMT-FRE

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