Journey Strategic Wealth LLC Invesco California Amt Free Mu Transaction History
Journey Strategic Wealth LLC
- $2.25 Billion
- Q1 2024
A detailed history of Journey Strategic Wealth LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 67,325 shares of PWZ stock, worth $1.66 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
67,325
Previous 67,296
0.04%
Holding current value
$1.66 Million
Previous $1.68 Million
0.42%
% of portfolio
0.07%
Previous 0.08%
Shares
2 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$234 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
-
Gerber Kawasaki Wealth & Investment Management969KShares$23.9 Million1.31% of portfolio