Gerber Kawasaki Wealth & Investment Management Invesco California Amt Free Mu Transaction History
Gerber Kawasaki Wealth & Investment Management
- $1.83 Billion
- Q1 2024
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 969,177 shares of PWZ stock, worth $23.9 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
969,177
Previous 863,176
12.28%
Holding current value
$23.9 Million
Previous $21.6 Million
11.78%
% of portfolio
1.31%
Previous 1.29%
Shares
24 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$235 Million0.32% of portfolio
-
First Foundation Advisors Irvine, CA1.68MShares$41.5 Million1.72% of portfolio
-
Miracle Mile Advisors, LLC1.59MShares$39.3 Million1.02% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34 Million0.58% of portfolio
-
Bank Of America Corp Charlotte, NC946KShares$23.3 Million0.0% of portfolio