EP Wealth Advisors, LLC
Position in PZT — Invesco New York AMT-Free Municipal Bond ETF
CIK 1540569
TORRANCE, CA
All Filings in PZT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PZT | $1,561,893 | 70,770 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 PZT | $1,531,462 | 70,770 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 PZT | $1,687,777 | 76,370 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 PZT | $2,099,750 | 92,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 PZT | $1,996,425 | 85,500 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 PZT | $1,963,080 | 85,500 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 PZT | $1,969,920 | 85,500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 PZT | $1,976,760 | 85,500 | Shares | Sole | 2024-02-28 | |
| No filing history on record for this holder in this stock. | ||||||