Colonial River Wealth Management, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History
Colonial River Wealth Management, LLC
- $246 Million
- Q3 2025
A detailed history of Colonial River Wealth Management, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 22,468 shares of PZA stock, worth $523,055. This represents 0.21% of its overall portfolio holdings.
Number of Shares
22,468
Previous 18,528
21.27%
Holding current value
$523,055
Previous $414,000
25.12%
% of portfolio
0.21%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding PZA
# of Institutions
279Shares Held
102MCall Options Held
705KPut Options Held
0-
Bank Of America Corp Charlotte, NC52.9MShares$1.23 Billion0.09% of portfolio
-
Wellington Management Group LLP Boston, MA5.08MShares$118 Million0.02% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC4.15MShares$96.6 Million1.52% of portfolio
-
Richard Bernstein Advisors LLC3.07MShares$71.5 Million2.04% of portfolio
-
Envestnet Asset Management Inc2.76MShares$64.3 Million0.02% of portfolio