Institute For Wealth Management, Llc. Invesco ETF Tr Ii Natl Amt Fre Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding PZA
# of Institutions
251Shares Held
87MCall Options Held
13.1KPut Options Held
0- 
    
      Bank Of America Corp Charlotte, NC46.5MShares$1.09 Billion0.08% of portfolio
- 
    
      Cliftonlarsonallen Wealth Advisors, LLC4.15MShares$97 Million1.52% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC2.42MShares$56.5 Million0.02% of portfolio
- 
    
      Envestnet Asset Management Inc1.94MShares$45.3 Million0.01% of portfolio
- 
    
      Morgan Stanley New York, NY1.91MShares$44.6 Million0.0% of portfolio