Hennion & Walsh Asset Management, Inc. Invesco California Amt Free Mu Transaction History
Hennion & Walsh Asset Management, Inc.
- $1.89 Billion
- Q2 2024
A detailed history of Hennion & Walsh Asset Management, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Hennion & Walsh Asset Management, Inc. holds 18,072 shares of PWZ stock, worth $454,330. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,072
Previous 11,466
57.61%
Holding current value
$454,330
Previous $285,000
56.14%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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$53.2 Million1.3% of portfolio
-
First Foundation Advisors Irvine, CA1.56MShares$39.2 Million1.5% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.8 Million0.56% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.02MShares$25.8 Million1.28% of portfolio