Sax Wealth Advisors, LLC Invesco ETF Tr Ii N Y Amt Fre Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco ETF Tr Ii N Y Amt Fre stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 36,114 shares of PZT stock, worth $762,366. This represents 0.05% of its overall portfolio holdings.

Number of Shares

36,114

Holding current value

$762,366

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$21.12 - $22.45 $762,727 - $810,759	36,114 New	36,114 $781,000

Others Institutions Holding PZT

# of Institutions

Shares Held

2.9M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

655K
Shares

$13.8 Million
0.02% of portfolio
Miracle Mile Advisors, LLC

343K
Shares

$7.24 Million
0.13% of portfolio
Hennion & Walsh Asset Management, Inc.

211K
Shares

$4.46 Million
0.22% of portfolio
Morgan Stanley New York, NY

209K
Shares

$4.41 Million
0.0% of portfolio
Flynn Zito Capital Management, LLC

205K
Shares

$4.33 Million
2.22% of portfolio

View Full List

About INVESCO ETF TR II N Y AMT -FRE

Ticker PZT
Sector ETFs
Industry ETFs

More about PZT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

Sax Wealth Advisors, LLC Invesco ETF Tr Ii N Y Amt Fre Transaction History