Sound View Wealth Advisors Group, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History
Sound View Wealth Advisors Group, LLC
- $1.21 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding PZA
# of Institutions
232Shares Held
81.7MCall Options Held
4.7KPut Options Held
35K-
Bank Of America Corp Charlotte, NC43.1MShares$1.03 Billion0.09% of portfolio
-
Ubs Group Ag2.95MShares$70.3 Million0.02% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC2.53MShares$60.3 Million1.41% of portfolio
-
Envestnet Asset Management Inc2.12MShares$50.7 Million0.02% of portfolio
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Morgan Stanley New York, NY1.84MShares$44 Million0.0% of portfolio