Bernardo Wealth Planning LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History
Bernardo Wealth Planning LLC
- $359 Million
- Q1 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 19,304 shares of PZA stock, worth $460,014. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,304Holding current value
$460,014% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding PZA
# of Institutions
211Shares Held
76.7MCall Options Held
3.5KPut Options Held
23K-
Bank Of America Corp Charlotte, NC39.8MShares$947 Million0.09% of portfolio
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Ubs Group Ag3.16MShares$75.3 Million0.02% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC2.2MShares$52.4 Million1.19% of portfolio
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Morgan Stanley New York, NY2.03MShares$48.3 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA1.76MShares$41.8 Million0.01% of portfolio