Modern Wealth Management, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Modern Wealth Management, LLC holds 9,701 shares of PZA stock, worth $216,817. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,701
Previous 9,701 -0.0%
Holding current value
$216,817
Previous $224 Million 99.9%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2025
SELL
$22.83 - $23.75 $144,239 - $150,052
-6,318 Reduced 39.44%
9,701 $224 Million
Q4 2024

May 30, 2025
BUY
$23.42 - $24.25 $216,681 - $224,361
9,252 Added 95.37%
18,953 $447,000
Q4 2024

May 29, 2025
BUY
$23.42 - $24.25 $216,681 - $224,361
9,252 Added 95.37%
18,953 $447,000
Q4 2024

Feb 11, 2025
BUY
$23.42 - $24.25 $375,164 - $388,460
16,019 New
16,019 $379 Million

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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email