Ci Private Wealth, LLC Invesco California Amt Free Mu Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Ci Private Wealth, LLC holds 9,729 shares of PWZ stock, worth $243,225. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,729
Previous 9,729
-0.0%
Holding current value
$243,225
Previous $241,000
0.41%
% of portfolio
0.0%
Previous 0.0%
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