Envestnet Asset Management Inc Invesco California Amt Free Mu Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 2024
A detailed history of Envestnet Asset Management Inc transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Envestnet Asset Management Inc holds 834,585 shares of PWZ stock, worth $21 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
834,585
Previous 640,431
30.32%
Holding current value
$21 Million
Previous $15.9 Million
29.27%
% of portfolio
0.01%
Previous 0.01%
Shares
12 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$245 Million0.05% of portfolio
-
Miracle Mile Advisors, LLC2.11MShares$53.3 Million1.3% of portfolio
-
First Foundation Advisors Irvine, CA1.56MShares$39.3 Million1.5% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.9 Million0.56% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.02MShares$25.8 Million1.28% of portfolio