Laurel Wealth Planning LLC Invesco California Amt Free Mu Transaction History
Laurel Wealth Planning LLC
- $144 Million
- Q2 2024
A detailed history of Laurel Wealth Planning LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 9,975 shares of PWZ stock, worth $250,771. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,975
Previous 10,224
2.44%
Holding current value
$250,771
Previous $254,000
3.15%
% of portfolio
0.17%
Previous 0.17%
Shares
3 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