Dynamic Advisor Solutions LLC Invesco California Amt Free Mu Transaction History
Dynamic Advisor Solutions LLC
- $3.12 Billion
- Q2 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 66,297 shares of PWZ stock, worth $1.66 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
66,297
Previous 70,000
5.29%
Holding current value
$1.66 Million
Previous $1.74 Million
6.03%
% of portfolio
0.05%
Previous 0.06%
Shares
4 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