Vanguard Personalized Indexing Management, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$22.84 - $24.92 $530,641 - $578,966	-23,233 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$24.8 - $27.06 $576,178 - $628,684	23,233 New	23,233 $579,000

Others Institutions Holding PZA

# of Institutions

233

Shares Held

81.7M

Call Options Held

4.7K

Put Options Held

35K

Bank Of America Corp Charlotte, NC

43.1M
Shares

$1.04 Billion
0.09% of portfolio
Ubs Group Ag

2.95M
Shares

$71.1 Million
0.02% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

2.53M
Shares

$61 Million
1.41% of portfolio
Envestnet Asset Management Inc

2.12M
Shares

$51.2 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$44.5 Million
0.0% of portfolio

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About INVESCO ETF TR II NATL AMT-FRE

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