Lodestar Private Asset Management LLC Invesco California Amt Free Mu Transaction History
Lodestar Private Asset Management LLC
- $772 Million
- Q2 2024
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 64,963 shares of PWZ stock, worth $1.63 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
64,963
Previous 61,901
4.95%
Holding current value
$1.63 Million
Previous $1.54 Billion
99.9%
% of portfolio
0.21%
Previous 0.22%
Shares
7 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