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Invesco Exchng Traded Fd Tr calif amt mun shares owned by Zrc Wealth Management

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr calif amt mun (PWZ) shares owned by Zrc Wealth Management from 13F filings

Historical chart of Zrc Wealth Management investment in Invesco Exchng Traded Fd Tr calif amt mun

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr calif amt mun held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr calif amt mun by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $73k 2.9k 24.87
2023-12-31 $69k 2.9k 23.47
2023-09-30 $69k 2.9k 23.47
2023-06-30 $72k 2.9k 24.64

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

Top funds holding Invesco Exchng Traded Fd Tr calif amt mun

Charles Schwab Investment Advisory
Jane Street
Miracle Mile Advisors
Stratos Wealth Partners
First Foundation Advisors
Bank of America Corporation
EP Wealth Advisors
Wells Fargo & Company
Bank Of Montreal
Mercer Global Advisors
Jpmorgan Chase & Co
Mariner Wealth Advisors
Hanson McClain Advisors
Affinity Capital Advisors
First American Trust

View all funds holding Invesco Exchng Traded Fd Tr calif amt mun