Destination Wealth Management Invesco California Amt Free Mu Transaction History
Destination Wealth Management
- $3.19 Billion
- Q3 2024
A detailed history of Destination Wealth Management transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Destination Wealth Management holds 26,118 shares of PWZ stock, worth $637,279. This represents 0.02% of its overall portfolio holdings.
Number of Shares
26,118
Previous 25,618
1.95%
Holding current value
$637,279
Previous $631,000
3.8%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding PWZ
# of Institutions
104Shares Held
15.3MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.42MShares$59.2 Million1.27% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$36.7 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.48MShares$36 Million0.53% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$28.5 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$25.6 Million0.01% of portfolio