Robertson Stephens Wealth Management, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History
Robertson Stephens Wealth Management, LLC
- $3.21 Billion
- Q3 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 29,199 shares of PZA stock, worth $679,752. This represents 0.02% of its overall portfolio holdings.
Number of Shares
29,199
Previous 29,199
-0.0%
Holding current value
$679,752
Previous $653,000
3.22%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PZA
# of Institutions
280Shares 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