Lodestar Private Asset Management LLC Invesco California Amt Free Mu Transaction History
Lodestar Private Asset Management LLC
- $861 Million
- Q2 2025
A detailed history of Lodestar Private Asset Management LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 62,801 shares of PWZ stock, worth $1.44 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
62,801
Previous 79,845
21.35%
Holding current value
$1.44 Million
Previous $1.9 Million
23.06%
% of portfolio
0.17%
Previous 0.24%
Shares
11 transactions
Others Institutions Holding PWZ
# of Institutions
121Shares Held
24.8MCall Options Held
12.9KPut Options Held
0-
Wealthfront Advisers LLC5.17MShares$119 Million0.32% of portfolio
-
Miracle Mile Advisors, LLC2.57MShares$59.1 Million1.06% of portfolio
-
Stratos Wealth Partners, Ltd.1.83MShares$42.1 Million0.6% of portfolio
-
Envestnet Asset Management Inc1.67MShares$38.3 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.44MShares$33.1 Million0.08% of portfolio