Planned Solutions, Inc. Invesco California Amt Free Mu Call Options Transaction History
Planned Solutions, Inc.
- $260 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PWZ
# of Institutions
123Shares Held
23.2MCall Options Held
44.5KPut Options Held
18.6K-
Wealthfront Advisers LLC5.17MShares$126 Million0.32% of portfolio
-
Stratos Wealth Partners, Ltd.1.83MShares$44.5 Million0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.67MShares$40.5 Million0.08% of portfolio
-
Envestnet Asset Management Inc1.67MShares$40.5 Million0.01% of portfolio
-
Miracle Mile Advisors, LLC1.37MShares$33.4 Million0.54% of portfolio