Williams & Novak, LLC Invesco California Amt Free Mu Transaction History
Williams & Novak, LLC
- $107 Billion
- Q3 2024
A detailed history of Williams & Novak, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Williams & Novak, LLC holds 62,000 shares of PWZ stock, worth $1.56 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
62,000
Previous 66,200
6.34%
Holding current value
$1.56 Million
Previous $1.63 Billion
4.79%
% of portfolio
1.45%
Previous 1.52%
Shares
3 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$244 Million0.05% of portfolio
-
Miracle Mile Advisors, LLC2.27MShares$57 Million1.37% of portfolio
-
First Foundation Advisors Irvine, CA1.56MShares$39.1 Million1.5% of portfolio
-
Stratos Wealth Partners, Ltd.1.41MShares$35.4 Million0.52% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.02MShares$25.7 Million1.28% of portfolio