Dynamic Advisor Solutions LLC Invesco California Amt Free Mu Transaction History
Dynamic Advisor Solutions LLC
- $3.14 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding PWZ
# of Institutions
125Shares Held
20.2MCall Options Held
12.9KPut Options Held
0-
Miracle Mile Advisors, LLC2.57MShares$58.7 Million1.06% of portfolio
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Stratos Wealth Partners, Ltd.1.79MShares$40.9 Million0.68% of portfolio
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Mercer Global Advisors Inc Denver, CO1.44MShares$32.9 Million0.08% of portfolio
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Envestnet Asset Management Inc1.43MShares$32.6 Million0.01% of portfolio
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Gerber Kawasaki Wealth & Investment Management1.31MShares$30 Million1.42% of portfolio