Summit Wealth Group LLC / CO Invesco ETF Tr Ii Natl Amt Fre Transaction History
Summit Wealth Group LLC / CO
- $300 Billion
- Q3 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 17,022 shares of PZA stock, worth $396,272. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,022Holding current value
$396,272% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding PZA
# of Institutions
271Shares Held
95MCall Options Held
685KPut Options Held
0-
Bank Of America Corp Charlotte, NC52.9MShares$1.23 Billion0.09% of portfolio
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Wellington Management Group LLP Boston, MA5.08MShares$118 Million0.02% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC4.15MShares$96.6 Million1.52% of portfolio
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Richard Bernstein Advisors LLC3.07MShares$71.5 Million2.04% of portfolio
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Envestnet Asset Management Inc2.76MShares$64.3 Million0.02% of portfolio