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

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 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 763 shares of CZA stock, worth $81,480. This represents 0.0% of its overall portfolio holdings.

Number of Shares

763

Previous 1,464 47.88%

Holding current value

$81,480

Previous $158,000 50.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$103.81 - $113.57 $72,770 - $79,612	-701 Reduced 47.88%	763 $79,000
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

# of Institutions

Shares Held

873K

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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