First Foundation Advisors Invesco California Amt Free Mu Transaction History
First Foundation Advisors
- $2.56 Billion
- Q2 2024
A detailed history of First Foundation Advisors transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, First Foundation Advisors holds 1,558,333 shares of PWZ stock, worth $39.3 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
1,558,333
Previous 1,682,055
7.36%
Holding current value
$39.3 Million
Previous $41.8 Million
8.1%
% of portfolio
1.5%
Previous 1.72%
Shares
6 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$246 Million0.05% of portfolio
-
Miracle Mile Advisors, LLC2.11MShares$53.4 Million1.3% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.9 Million0.56% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.02MShares$25.9 Million1.28% of portfolio
-
Bank Of America Corp Charlotte, NC867KShares$21.9 Million0.0% of portfolio