A detailed history of Iht Wealth Management, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Iht Wealth Management, LLC holds 261,990 shares of PZA stock, worth $6.32 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
261,990
Previous 241,073 8.68%
Holding current value
$6.32 Million
Previous $5.74 Million 7.99%
% of portfolio
0.24%
Previous 0.22%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$23.33 - $23.97 $487,993 - $501,380
20,917 Added 8.68%
261,990 $6.2 Million
Q1 2024

May 15, 2024

BUY
$23.73 - $24.28 $191,311 - $195,745
8,062 Added 3.46%
241,073 $5.74 Million
Q4 2023

Feb 14, 2024

BUY
$21.73 - $24.25 $4.15 Million - $4.63 Million
191,013 Added 454.81%
233,011 $5.63 Million
Q3 2023

Nov 14, 2023

SELL
$22.11 - $23.83 $108,626 - $117,076
-4,913 Reduced 10.47%
41,998 $930,000
Q2 2023

Aug 14, 2023

SELL
$23.03 - $24.11 $2,418 - $2,531
-105 Reduced 0.22%
46,911 $1.11 Million
Q1 2023

May 15, 2023

BUY
$22.96 - $24.09 $523,396 - $549,155
22,796 Added 94.12%
47,016 $1.11 Million
Q4 2022

Feb 14, 2023

BUY
$21.69 - $23.55 $302,553 - $328,498
13,949 Added 135.81%
24,220 $555,000
Q3 2022

Nov 22, 2022

BUY
$22.08 - $24.28 $226,783 - $249,379
10,271 New
10,271 $227,000
Q1 2022

May 16, 2022

SELL
$24.8 - $27.06 $207,848 - $226,789
-8,381 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$26.7 - $27.14 $27,607 - $28,062
-1,034 Reduced 10.98%
8,381 $227,000
Q3 2021

Nov 15, 2021

BUY
$26.86 - $27.5 $252,886 - $258,912
9,415 New
9,415 $253,000
Q2 2021

Aug 16, 2021

SELL
$26.8 - $27.43 $396,157 - $405,470
-14,782 Closed
0 $0
Q1 2021

May 18, 2021

BUY
$26.56 - $27.38 $116,757 - $120,362
4,396 Added 42.33%
14,782 $396,000
Q4 2020

Feb 17, 2021

BUY
$26.3 - $27.16 $4,102 - $4,236
156 Added 1.52%
10,386 $282,000
Q3 2020

Nov 19, 2020

BUY
$26.54 - $27.18 $271,504 - $278,051
10,230 New
10,230 $272,000
Q1 2019

May 16, 2019

SELL
$24.89 - $25.69 $295,095 - $304,580
-11,856 Closed
0 $0
Q4 2018

Feb 15, 2019

BUY
$24.38 - $24.99 $25,428 - $26,064
1,043 Added 9.65%
11,856 $296,000
Q3 2018

Nov 14, 2018

BUY
$24.7 - $25.31 $74 - $75
3 Added 0.03%
10,813 $268,000
Q2 2018

Aug 13, 2018

BUY
$24.86 - $25.29 $268,736 - $273,384
10,810 New
10,810 $272,000

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 Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.