Transamerica Financial Advisors, LLC
Position in PEZ — Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
CIK 1502149
CEDAR RAPIDS, IA
All Filings in PEZ
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 PEZ | $15,234,904 | 146,405 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 PEZ | $14,006,547 | 146,008 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 PEZ | $14,095,612 | 146,008 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 PEZ | $11,978,631 | 145,460 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 PEZ | $1 | 5 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 PEZ | $1 | 3 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PEZ | $2 | 16 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 PEZ | $2 | 23 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 PEZ | $1,309 | 22 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 PEZ | $4,614 | 76 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 PEZ | $86,407 | 946 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 PEZ | $83,301 | 953 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 PEZ | $123,274 | 1,320 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 PEZ | $105,303 | 1,195 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 PEZ | $91,284 | 1,200 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 PEZ | $119,504 | 1,879 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 PEZ | $3,988,046 | 85,746 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||