Robertson Stephens Wealth Management, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 29,199 shares of PZA stock, worth $682,672. This represents 0.02% of its overall portfolio holdings.
Number of Shares
29,199
Previous 29,199
-0.0%
Holding current value
$682,672
Previous $672,000
2.83%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PZA
# of Institutions
253Shares Held
86.5MCall 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