Savvy Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Savvy Advisors, Inc.

$492 Billion
Q3 2024

A detailed history of Savvy Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 3,140 shares of CZA stock, worth $335,320. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,140

Holding current value

$335,320

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$96.53 - $108.29 $303,104 - $340,030	3,140 New	3,140 $340 Million

Others Institutions Holding CZA

# of Institutions

Shares Held

870K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

181K
Shares

$19.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

171K
Shares

$18.2 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

80.1K
Shares

$8.56 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

34.6K
Shares

$3.69 Million
0.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

32K
Shares

$3.41 Million
0.01% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker CZA
Sector ETFs
Industry ETFs

More about CZA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Account