Kolinsky Wealth Management, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History
Kolinsky Wealth Management, LLC
- $162 Million
- Q4 2024
A detailed history of Kolinsky Wealth Management, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 20,665 shares of PZA stock, worth $481,081. This represents 0.3% of its overall portfolio holdings.
Number of Shares
20,665
Previous 17,082
20.98%
Holding current value
$481,081
Previous $412,000
18.2%
% of portfolio
0.3%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding PZA
# of Institutions
279Shares Held
102MCall Options Held
705KPut Options Held
0-
Bank Of America Corp Charlotte, NC52.9MShares$1.23 Billion0.09% of portfolio
-
Wellington Management Group LLP Boston, MA5.08MShares$118 Million0.02% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC4.15MShares$96.6 Million1.52% of portfolio
-
Richard Bernstein Advisors LLC3.07MShares$71.5 Million2.04% of portfolio
-
Envestnet Asset Management Inc2.76MShares$64.3 Million0.02% of portfolio