Atlas Legacy Advisors, LLC Invesco California Amt Free Mu Transaction History
Atlas Legacy Advisors, LLC
- $394 Billion
- Q1 2025
A detailed history of Atlas Legacy Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 444,988 shares of PWZ stock, worth $10.3 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
444,988
Previous 449,290
0.96%
Holding current value
$10.3 Million
Previous $11.1 Billion
4.02%
% of portfolio
2.71%
Previous 2.69%
Shares
2 transactions
Others Institutions Holding PWZ
# of Institutions
129Shares Held
20.5MCall Options Held
12.9KPut Options Held
0-
Miracle Mile Advisors, LLC2.52MShares$58.4 Million1.26% of portfolio
-
Stratos Wealth Partners, Ltd.1.79MShares$41.5 Million0.68% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.44MShares$33.3 Million0.08% of portfolio
-
Envestnet Asset Management Inc1.43MShares$33 Million0.01% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.31MShares$30.4 Million1.42% of portfolio