Assetmark, Inc Invesco California Amt Free Mu Transaction History

Assetmark, Inc

$32.1 Billion
Q2 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 $176. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$176

% of portfolio

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

Shares Held

23.9M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

9.74M
Shares

$245 Million
0.05% of portfolio
Miracle Mile Advisors, LLC

2.11M
Shares

$53.2 Million
1.3% of portfolio
First Foundation Advisors Irvine, CA

1.56M
Shares

$39.2 Million
1.5% of portfolio
Stratos Wealth Partners, Ltd.

1.38M
Shares

$34.8 Million
0.56% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.02M
Shares

$25.8 Million
1.28% of portfolio

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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