Geneos Wealth Management Inc. Invesco ETF Tr Ii Natl Amt Fre Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 772 shares of PZA stock, worth $17,972. This represents 0.0% of its overall portfolio holdings.
Number of Shares
772
Previous 837
7.77%
Holding current value
$17,972
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
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