Dynamic Wealth Strategies, LLC Invesco California Amt Free Mu Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 38,041 shares of PWZ stock, worth $951,025. This represents 0.81% of its overall portfolio holdings.
Number of Shares
38,041
Previous 38,344
0.79%
Holding current value
$951,025
Previous $954,000
1.68%
% of portfolio
0.81%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding PWZ
# of Institutions
97Shares Held
23.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA9.74MShares$244 Million0.05% of portfolio
-
Miracle Mile Advisors, LLC2.11MShares$52.9 Million1.3% of portfolio
-
First Foundation Advisors Irvine, CA1.56MShares$39 Million1.5% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.6 Million0.56% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.02MShares$25.6 Million1.28% of portfolio