Zrc Wealth Management, LLC Invesco California Amt Free Mu Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 2024
A detailed history of Zrc Wealth Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 2,927 shares of PWZ stock, worth $73,643. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,927
Previous 2,927
-0.0%
Holding current value
$73,643
Previous $72.8 Million
0.8%
% of portfolio
0.03%
Previous 0.04%
Shares
1 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$245 Million0.05% of portfolio
-
Miracle Mile Advisors, LLC2.11MShares$53.2 Million1.3% of portfolio
-
First Foundation Advisors Irvine, CA1.56MShares$39.2 Million1.5% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.8 Million0.56% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.02MShares$25.8 Million1.28% of portfolio