Schwallier Wealth Management LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History
Schwallier Wealth Management LLC
- $160 Billion
- Q3 2025
A detailed history of Schwallier Wealth Management LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 12,683 shares of PZA stock, worth $295,260. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,683Holding current value
$295,260% of portfolio
0.18%Shares
1 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
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Wellington Management Group LLP Boston, MA5.08MShares$118 Million0.02% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC4.15MShares$96.6 Million1.52% of portfolio
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Richard Bernstein Advisors LLC3.07MShares$71.5 Million2.04% of portfolio
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Envestnet Asset Management Inc2.76MShares$64.3 Million0.02% of portfolio