Parkshore Wealth Management, Inc. Invesco California Amt Free Mu Transaction History
Parkshore Wealth Management, Inc.
- $205 Billion
- Q2 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 11,170 shares of PWZ stock, worth $257,915. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,170
Previous 20,528
45.59%
Holding current value
$257,915
Previous $490 Million
46.75%
% of portfolio
0.13%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding PWZ
# of Institutions
124Shares Held
25.5MCall Options Held
12.9KPut Options Held
0-
Wealthfront Advisers LLC5.17MShares$119 Million0.32% of portfolio
-
Miracle Mile Advisors, LLC2.57MShares$59.3 Million1.06% of portfolio
-
Stratos Wealth Partners, Ltd.1.83MShares$42.3 Million0.6% of portfolio
-
Envestnet Asset Management Inc1.67MShares$38.5 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.44MShares$33.2 Million0.08% of portfolio