United Financial Planning Group LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, United Financial Planning Group LLC holds 2,273 shares of PZA stock, worth $52,915. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,273Holding current value
$52,915% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding PZA
# of Institutions
280Shares Held
102MCall Options Held
705KPut Options Held
0-
Bank Of America Corp Charlotte, NC52.9MShares$1.23 Billion0.09% of portfolio
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Wellington Management Group LLP Boston, MA5.08MShares$118 Million0.02% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC4.15MShares$96.6 Million1.52% of portfolio
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Richard Bernstein Advisors LLC3.07MShares$71.5 Million2.04% of portfolio
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Envestnet Asset Management Inc2.76MShares$64.3 Million0.02% of portfolio