Robertson Stephens Wealth Management, LLC Invesco California Amt Free Mu Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 23,848 shares of PWZ stock, worth $588,330. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,848
Previous 23,848
-0.0%
Holding current value
$588,330
Previous $598,000
1.51%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
116Shares Held
19.1MCall Options Held
21.7KPut Options Held
13.3K-
Miracle Mile Advisors, LLC2.42MShares$59.8 Million1.27% of portfolio
-
Stratos Wealth Partners, Ltd.1.48MShares$36.4 Million0.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$34 Million0.0% of portfolio
-
First Foundation Advisors Irvine, CA1.35MShares$33.4 Million1.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.25MShares$30.8 Million0.08% of portfolio