Western Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Western Wealth Management, LLC

$1.46 Billion
Q1 2025

A detailed history of Western Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Western Wealth Management, LLC holds 2,801 shares of CZA stock, worth $291,724. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,801

Previous 3,287 14.79%

Holding current value

$291,724

Previous $341,000 14.96%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$101.07 - $108.24 $49,120 - $52,604	-486 Reduced 14.79%	2,801 $290,000
Q4 2024 Apr 15, 2025	BUY	$103.81 - $113.57 $341,223 - $373,304	3,287 New	3,287 $341,000
Q3 2024 Nov 12, 2024	SELL	$96.53 - $108.29 $2,220 - $2,490	-23 Reduced 0.68%	3,345 $362,000
Q2 2024 Jul 19, 2024	SELL	$95.07 - $100.93 $3,802 - $4,037	-40 Reduced 1.17%	3,368 $328,000
Q1 2024 May 02, 2024	BUY	$91.0 - $101.69 $6,643 - $7,423	73 Added 2.19%	3,408 $346,000
Q4 2023 Jan 31, 2024	BUY	$79.88 - $94.25 $4,712 - $5,560	59 Added 1.8%	3,335 $312,000
Q3 2023 Nov 07, 2023	BUY	$84.93 - $92.14 $33,207 - $36,026	391 Added 13.55%	3,276 $279,000
Q2 2023 Aug 30, 2023	BUY	$83.1 - $89.25 $13,711 - $14,726	165 Added 6.07%	2,885 $257,000
Q1 2023 Aug 30, 2023	BUY	$82.74 - $95.11 $225,052 - $258,699	2,720 New	2,720 $237,000
Q3 2022 Nov 04, 2022	BUY	$79.96 - $94.71 $122,658 - $145,285	1,534 Added 62.87%	3,974 $318,000
Q2 2022 Jul 18, 2022	BUY	$80.3 - $96.15 $195,932 - $234,606	2,440 New	2,440 $205,000

Others Institutions Holding CZA

# of Institutions

Shares Held

853K

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker CZA
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Western Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History