Plante Moran Financial Advisors, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 229 shares of PZA stock, worth $5,468. This represents 0.0% of its overall portfolio holdings.

Number of Shares

229

Previous 229 -0.0%

Holding current value

$5,468

Previous $5,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$23.33 - $23.97 $5,342 - $5,489	229 New	229 $5,000
Q4 2021 Feb 09, 2022	SELL	$26.7 - $27.14 $109,470 - $111,274	-4,100 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$26.86 - $27.5 $110,126 - $112,750	4,100 New	4,100 $110,000
Q2 2020 Aug 10, 2020	SELL	$24.84 - $26.61 $0 - $0	0 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$21.55 - $27.52 $0 - $0	0 New	0 $0
Q4 2019 Feb 14, 2020	SELL	$26.26 - $26.74 $112,970 - $115,035	-4,302 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$26.12 - $26.84 $5,250 - $5,394	-201 Reduced 4.46%	4,302 $114,000
Q2 2019 Aug 13, 2019	BUY	$25.53 - $26.16 $114,961 - $117,798	4,503 New	4,503 $118,000

Others Institutions Holding PZA

# of Institutions

232

Shares Held

81.7M

Call Options Held

4.7K

Put Options Held

35K

View Full List

About INVESCO ETF TR II NATL AMT-FRE

Ticker PZA
Sector ETFs
Industry ETFs

More about PZA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Account

Plante Moran Financial Advisors, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History