Concurrent Investment Advisors, LLC Invesco California Amt Free Mu Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,400 shares of PWZ stock, worth $252,928. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,400Holding current value
$252,928% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
122Shares Held
23.2MCall Options Held
44.5KPut Options Held
18.6K-
Wealthfront Advisers LLC5.17MShares$126 Million0.32% of portfolio
-
Stratos Wealth Partners, Ltd.1.83MShares$44.5 Million0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.67MShares$40.5 Million0.08% of portfolio
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Envestnet Asset Management Inc1.67MShares$40.5 Million0.01% of portfolio
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Miracle Mile Advisors, LLC1.37MShares$33.4 Million0.54% of portfolio