United Financial Planning Group LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, United Financial Planning Group LLC holds 2,273 shares of PZA stock, worth $53,188. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,273Holding current value
$53,188% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding PZA
# of Institutions
262Shares Held
87.2MCall Options Held
13.1KPut Options Held
0-
Bank Of America Corp Charlotte, NC46.5MShares$1.09 Billion0.08% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC4.15MShares$97.1 Million1.52% of portfolio
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Richard Bernstein Advisors LLC3.07MShares$71.9 Million2.04% of portfolio
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Envestnet Asset Management Inc2.76MShares$64.7 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.64MShares$61.8 Million0.02% of portfolio