Diversify Advisory Services, LLC Invesco California Amt Free Mu Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 27,704 shares of PWZ stock, worth $696,478. This represents 0.04% of its overall portfolio holdings.
Number of Shares
27,704
Previous 27,703
-0.0%
Holding current value
$696,478
Previous $688 Million
0.56%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding PWZ
# of Institutions
100Shares Held
14.6MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.27MShares$57.1 Million1.37% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$37.8 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.41MShares$35.5 Million0.52% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$29.3 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$26.4 Million0.01% of portfolio