United Financial Planning Group LLC Invesco ETF Tr Ii Natl Amt Fre Call Options Transaction History

United Financial Planning Group LLC

$159 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PZA

# of Institutions

267

Shares Held

90.4M

Call Options Held

13.1K

Put Options Held

0

Bank Of America Corp Charlotte, NC

46.5M
Shares

$1.09 Billion
0.08% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

4.15M
Shares

$97.1 Million
1.52% of portfolio
Richard Bernstein Advisors LLC

3.07M
Shares

$71.9 Million
2.04% of portfolio
Envestnet Asset Management Inc

2.76M
Shares

$64.7 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.64M
Shares

$61.8 Million
0.02% of portfolio

About INVESCO ETF TR II NATL AMT-FRE

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