Mc Naughton Wealth Management, LLC Invesco California Amt Free Mu Transaction History
Mc Naughton Wealth Management, LLC
- $180 Million
- Q1 2024
A detailed history of Mc Naughton Wealth Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 71,735 shares of PWZ stock, worth $1.77 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
71,735
Previous 68,755
4.33%
Holding current value
$1.77 Million
Previous $1.72 Million
3.9%
% of portfolio
0.99%
Previous 1.02%
Shares
18 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$235 Million0.32% of portfolio
-
First Foundation Advisors Irvine, CA1.68MShares$41.6 Million1.72% of portfolio
-
Miracle Mile Advisors, LLC1.59MShares$39.4 Million1.02% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.1 Million0.58% of portfolio
-
Gerber Kawasaki Wealth & Investment Management969KShares$24 Million1.31% of portfolio