Shepherd Financial Partners LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History
Shepherd Financial Partners LLC
- $976 Million
- Q3 2025
A detailed history of Shepherd Financial Partners LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 185,664 shares of PZA stock, worth $4.32 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
185,664Holding current value
$4.32 Million% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding PZA
# of Institutions
281Shares 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