Strategic Financial Concepts, LLC Invesco California Amt Free Mu Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 73,206 shares of PWZ stock, worth $1.82 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
73,206Holding current value
$1.82 Million% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
100Shares Held
24.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA9.74MShares$242 Million0.05% of portfolio
-
Miracle Mile Advisors, LLC2.27MShares$56.4 Million1.37% of portfolio
-
First Foundation Advisors Irvine, CA1.56MShares$38.7 Million1.5% of portfolio
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Stratos Wealth Partners, Ltd.1.41MShares$35 Million0.52% of portfolio
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Envestnet Asset Management Inc1.05MShares$26 Million0.01% of portfolio