Werba Rubin Papier Wealth Management Invesco California Amt Free Mu Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 9,793 shares of PWZ stock, worth $243,062. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,793
Previous 21,637
54.74%
Holding current value
$243,062
Previous $534 Million
53.99%
% of portfolio
0.06%
Previous 0.15%
Shares
2 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
-
Stratos Wealth Partners, Ltd.1.41MShares$35 Million0.52% of portfolio
-
Envestnet Asset Management Inc1.05MShares$26 Million0.01% of portfolio