Boyd Wealth Management, LLC Invesco California Amt Free Mu Transaction History
Boyd Wealth Management, LLC
- $197 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding PWZ
# of Institutions
100Shares Held
14.6MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.27MShares$57.1 Million1.37% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$37.8 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.41MShares$35.5 Million0.52% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$29.3 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$26.4 Million0.01% of portfolio