Parkshore Wealth Management, Inc. Invesco California Amt Free Mu Call Options Transaction History
Parkshore Wealth Management, Inc.
- $205 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Miracle Mile Advisors, LLC2.57MShares$59.3 Million1.06% of portfolio
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Stratos Wealth Partners, Ltd.1.83MShares$42.3 Million0.6% of portfolio
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Envestnet Asset Management Inc1.67MShares$38.5 Million0.01% of portfolio
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Mercer Global Advisors Inc Denver, CO1.44MShares$33.2 Million0.08% of portfolio