Heritage Wealth Management, Inc. /Ca/ Invesco California Amt Free Mu Call Options Transaction History

Heritage Wealth Management, Inc. /Ca/

$141 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PWZ

# of Institutions

100

Shares Held

14.6M

Call Options Held

0

Put Options Held

0

Miracle Mile Advisors, LLC

2.27M
Shares

$56.5 Million
1.37% of portfolio
First Foundation Advisors Irvine, CA

1.5M
Shares

$37.4 Million
1.46% of portfolio
Stratos Wealth Partners, Ltd.

1.41M
Shares

$35.1 Million
0.52% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.17M
Shares

$29 Million
1.35% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$26.1 Million
0.01% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

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