Ep Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 761,344 shares of PWZ stock, worth $18.9 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
761,344
Previous 795,605
4.31%
Holding current value
$18.9 Million
Previous $19.9 Million
4.73%
% of portfolio
0.22%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding PWZ
# of Institutions
90Shares Held
22.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.5MShares$236 Million0.32% of portfolio
-
First Foundation Advisors Irvine, CA1.68MShares$41.8 Million1.72% of portfolio
-
Miracle Mile Advisors, LLC1.59MShares$39.6 Million1.02% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.2 Million0.58% of portfolio
-
Gerber Kawasaki Wealth & Investment Management969KShares$24.1 Million1.31% of portfolio