Heritage Wealth Management, Inc. /Ca/ Invesco California Amt Free Mu Transaction History
Heritage Wealth Management, Inc. /Ca/
- $132 Billion
- Q1 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 8,118 shares of PWZ stock, worth $201,569. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,118Holding current value
$201,569% of portfolio
0.15%Shares
1 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
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First Foundation Advisors Irvine, CA1.68MShares$41.8 Million1.72% of portfolio
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Miracle Mile Advisors, LLC1.59MShares$39.6 Million1.02% of portfolio
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Stratos Wealth Partners, Ltd.1.38MShares$34.2 Million0.58% of portfolio
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Gerber Kawasaki Wealth & Investment Management969KShares$24.1 Million1.31% of portfolio