Bartlett & Co. LLC Invesco California Amt Free Mu Transaction History
Bartlett & Co. LLC
- $6.16 Billion
- Q4 2023
A detailed history of Bartlett & Co. LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Bartlett & Co. LLC holds 1,430 shares of PWZ stock, worth $35,750. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,430
Previous 1,430
-0.0%
Holding current value
$35,750
Previous $34,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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