New Edge Wealth, LLC Invesco California Amt Free Mu Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 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 8,564 shares of PWZ stock, worth $210,845. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,564
Previous 9,414
9.03%
Holding current value
$210,845
Previous $236,000
10.59%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PWZ
# of Institutions
104Shares Held
15.4MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.42MShares$59.7 Million1.27% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$37 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.48MShares$36.3 Million0.53% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$28.7 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$25.8 Million0.01% of portfolio