Simplicity Wealth,Llc Invesco ETF Tr Ii Natl Amt Fre Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
Shares
3 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