Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II N Y AMT -FRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
31.2K+ 26.23% |
$705K - $733K
|
150K
$3.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.7KNew |
$490K - $509K
|
21.7K
$496K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.5K+ 2.91% |
$394K - $410K
|
617K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17K+ 121.72% |
$383K - $398K
|
30.9K
$706K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.4K+ 112.08% |
$324K - $337K
|
27.2K
$621K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.92K+ 63.97% |
$179K - $186K
|
20.3K
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.38K+ 26.76% |
$99K - $103K
|
20.8K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.54K+ 6.39% |
$57.4K - $59.7K
|
42.4K
$968K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
95+ 16.61% |
$2.15K - $2.23K
|
667
$15.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
56+ 0.52% |
$1.26K - $1.31K
|
10.9K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-405- 90.0% |
$9.14K - $9.51K
|
45
$1.03K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.73KClosed |
$39K - $40.5K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.77K- 2.19% |
$40K - $41.6K
|
79.3K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.11K- 1.67% |
$47.6K - $49.4K
|
124K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.34K- 1.3% |
$98.1K - $102K
|
330K
$7.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-12.4K- 6.52% |
$279K - $290K
|
177K
$4.05M
|