Allworth Financial LP Invesco California Amt Free Mu Transaction History
Allworth Financial LP
- $15.5 Billion
- Q2 2024
A detailed history of Allworth Financial LP transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Allworth Financial LP holds 214,084 shares of PWZ stock, worth $5.37 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
214,084
Previous 186,585
14.74%
Holding current value
$5.37 Million
Previous $4.64 Million
13.81%
% of portfolio
0.03%
Previous 0.03%
Shares
11 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$244 Million0.05% of portfolio
-
Miracle Mile Advisors, LLC2.11MShares$53 Million1.3% of portfolio
-
First Foundation Advisors Irvine, CA1.56MShares$39.1 Million1.5% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.7 Million0.56% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.02MShares$25.7 Million1.28% of portfolio