Strategic Financial Concepts, LLC Invesco California Amt Free Mu Transaction History

Strategic Financial Concepts, LLC

$314 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$24.26 - $25.06 $1.78 Million - $1.83 Million	73,206 New	73,206 $2.94 Million

Others Institutions Holding PWZ

# of Institutions

100

Shares Held

14.6M

Call Options Held

0

Put Options Held

0

Miracle Mile Advisors, LLC

2.27M
Shares

$57.1 Million
1.37% of portfolio
First Foundation Advisors Irvine, CA

1.5M
Shares

$37.8 Million
1.46% of portfolio
Stratos Wealth Partners, Ltd.

1.41M
Shares

$35.5 Million
0.52% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.17M
Shares

$29.3 Million
1.35% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$26.4 Million
0.01% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.