Bartlett & Co. Wealth Management LLC Invesco California Amt Free Mu Transaction History
Bartlett & Co. Wealth Management LLC
- $6.59 Trillion
- Q2 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,430 shares of PWZ stock, worth $35,978. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,430
Previous 1,430
-0.0%
Holding current value
$35,978
Previous $35.6 Million
0.8%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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