Collaborative Wealth Managment Inc. Invesco ETF Tr Ii Natl Amt Fre Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 62,967 shares of PZA stock, worth $1.49 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
62,967
Previous 60,246
4.52%
Holding current value
$1.49 Million
Previous $1.44 Million
3.9%
% of portfolio
0.75%
Previous 0.74%
Shares
10 transactions
Others Institutions Holding PZA
# of Institutions
224Shares Held
80.9MCall Options Held
5.2KPut Options Held
42K-
Bank Of America Corp Charlotte, NC41.5MShares$981 Million0.09% of portfolio
-
Ubs Group Ag3MShares$71 Million0.02% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC2.53MShares$59.7 Million1.41% of portfolio
-
Envestnet Asset Management Inc2.12MShares$50.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$49.1 Million0.0% of portfolio