Destination Wealth Management Invesco California Amt Free Mu Call Options Transaction History
Destination Wealth Management
- $3.14 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PWZ
# of Institutions
125Shares Held
20.2MCall Options Held
12.9KPut Options Held
0-
Wealthfront Advisers LLC5.17MShares$118 Million0.32% of portfolio
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Miracle Mile Advisors, LLC2.57MShares$58.6 Million1.06% of portfolio
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Stratos Wealth Partners, Ltd.1.83MShares$41.8 Million0.6% of portfolio
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Mercer Global Advisors Inc Denver, CO1.44MShares$32.8 Million0.08% of portfolio
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Envestnet Asset Management Inc1.43MShares$32.6 Million0.01% of portfolio