Assetmark, Inc Invesco California Amt Free Mu Transaction History

Assetmark, Inc

$34.9 Billion
Q3 2024

A detailed history of Assetmark, Inc transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Assetmark, Inc holds 7 shares of PWZ stock, worth $174. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 7 -0.0%

Holding current value

$174

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$24.26 - $25.06 $169 - $175	7 New	7 $0

Others Institutions Holding PWZ

# of Institutions

100

Shares Held

14.6M

Call Options Held

Put Options Held

Miracle Mile Advisors, LLC

2.27M
Shares

$56.5 Million
1.37% of portfolio
First Foundation Advisors Irvine, CA

1.5M
Shares

$37.4 Million
1.46% of portfolio
Stratos Wealth Partners, Ltd.

1.41M
Shares

$35.1 Million
0.52% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.17M
Shares

$29 Million
1.35% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$26.1 Million
0.01% of portfolio

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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