Steward Partners Investment Advisory, LLC Invesco Exchange Traded Fd Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,462 shares of CZA stock, worth $238,247. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,462
Previous 2,526 2.53%
Holding current value
$238,247
Previous $236,000 5.93%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$91.0 - $101.69 $5,824 - $6,508
-64 Reduced 2.53%
2,462 $250,000
Q4 2023

Feb 12, 2024
SELL
$79.88 - $94.25 $17,333 - $20,452
-217 Reduced 7.91%
2,526 $236,000
Q2 2023

Aug 14, 2023
SELL
$83.1 - $89.25 $33,240 - $35,700
-400 Reduced 12.73%
2,743 $244,000
Q1 2021

May 14, 2021
SELL
N/A
-646 Reduced 17.05%
3,143 $0
Q4 2018

Jan 15, 2019
SELL
N/A
-46 Reduced 1.2%
3,789 $223,000
Q2 2018

Jul 20, 2018
BUY
N/A
3,835 New
3,835 $248,000

Others Institutions Holding CZA

# of Institutions
59
Shares Held
1.27M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

CZA Quotes by TradingView
  • Ticker CZA
  • Sector ETFs
  • Industry ETFs
More about CZA
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