New Edge Wealth, LLC Invesco California Amt Free Mu Transaction History
New Edge Wealth, LLC
- $5.35 Billion
- Q1 2025
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 8,564 shares of PWZ stock, worth $201,425. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,564
Previous 8,564
-0.0%
Holding current value
$201,425
Previous $211,000
3.32%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PWZ
# of Institutions
129Shares Held
20.7MCall Options Held
12.9KPut Options Held
0-
Miracle Mile Advisors, LLC2.52MShares$59.3 Million1.26% of portfolio
-
Stratos Wealth Partners, Ltd.1.79MShares$42.2 Million0.68% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.44MShares$33.9 Million0.08% of portfolio
-
Envestnet Asset Management Inc1.43MShares$33.6 Million0.01% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.31MShares$30.9 Million1.42% of portfolio