New Edge Advisors, LLC Invesco California Amt Free Mu Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding PWZ
# of Institutions
120Shares Held
24.7MCall Options Held
12.9KPut Options Held
0-
Wealthfront Advisers LLC5.17MShares$119 Million0.32% of portfolio
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Miracle Mile Advisors, LLC2.57MShares$59.1 Million1.06% of portfolio
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Stratos Wealth Partners, Ltd.1.83MShares$42.1 Million0.6% of portfolio
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Envestnet Asset Management Inc1.67MShares$38.3 Million0.01% of portfolio
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Mercer Global Advisors Inc Denver, CO1.44MShares$33.1 Million0.08% of portfolio