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 1,464 shares of CZA stock, worth $154,774. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,464
Previous 2,272 35.56%
Holding current value
$154,774
Previous $221,000 28.51%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$96.53 - $108.29 $77,996 - $87,498
-808 Reduced 35.56%
1,464 $158,000
Q2 2024

Aug 08, 2024

SELL
$95.07 - $100.93 $18,063 - $19,176
-190 Reduced 7.72%
2,272 $221,000
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
$74.97 - $84.3 $48,430 - $54,457
-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

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker CZA
  • Sector ETFs
  • Industry ETFs
More about CZA
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