FIRST FOUNDATION ADVISORS
EndowmentPosition in PZA — Invesco National AMT-Free Municipal Bond ETF
CIK 1086763
Irvine, CA
All Filings in PZA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PZA | $2,019,620 | 87,886 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 PZA | $2,052,199 | 88,495 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 PZA | $2,145,084 | 92,901 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 PZA | $2,709,010 | 120,992 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 PZA | $3,108,948 | 134,937 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 PZA | $4,854,239 | 205,601 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 PZA | $7,960,757 | 329,638 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 PZA | $7,329,694 | 309,531 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 PZA | $7,802,609 | 327,428 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 PZA | $3,633,069 | 150,251 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 PZA | $3,363,133 | 151,766 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 PZA | $1,786,944 | 75,718 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||