Avidian Wealth Solutions, LLC Invesco California Amt Free Mu Transaction History
Avidian Wealth Solutions, LLC
- $2.33 Billion
- Q2 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 8,113 shares of PWZ stock, worth $202,825. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,113
Previous 8,113
-0.0%
Holding current value
$202,825
Previous $201,000
0.5%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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$52.9 Million1.3% of portfolio
-
First Foundation Advisors Irvine, CA1.56MShares$39 Million1.5% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.6 Million0.56% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.02MShares$25.6 Million1.28% of portfolio