Dynamic Wealth Strategies, LLC Invesco California Amt Free Mu Transaction History
Dynamic Wealth Strategies, LLC
- $117 Million
- Q1 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 38,344 shares of PWZ stock, worth $950,931. This represents 0.82% of its overall portfolio holdings.
Number of Shares
38,344
Previous 4,687
718.09%
Holding current value
$950,931
Previous $117 Million
99.19%
% of portfolio
0.82%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding PWZ
# of Institutions
90Shares Held
22.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.5MShares$236 Million0.32% of portfolio
-
Miracle Mile Advisors, LLC2.11MShares$52.4 Million1.3% of portfolio
-
First Foundation Advisors Irvine, CA1.68MShares$41.7 Million1.72% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.3 Million0.56% of portfolio
-
Gerber Kawasaki Wealth & Investment Management969KShares$24 Million1.31% of portfolio