New Edge Wealth, LLC Invesco California Amt Free Mu Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
A detailed history of New Edge Wealth, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,414 shares of PWZ stock, worth $231,113. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,414
Previous 9,414
-0.0%
Holding current value
$231,113
Previous $232,000
1.72%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PWZ
# of Institutions
100Shares Held
14.6MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.27MShares$55.7 Million1.37% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$36.9 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.41MShares$34.7 Million0.52% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$28.6 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$25.7 Million0.01% of portfolio