Root Financial Partners, LLC Invesco California Amt Free Mu Transaction History
Root Financial Partners, LLC
- $1.03 Trillion
- Q2 2025
A detailed history of Root Financial Partners, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Root Financial Partners, LLC holds 10,240 shares of PWZ stock, worth $245,657. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,240Holding current value
$245,657% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
122Shares Held
24.3MCall Options Held
44.5KPut Options Held
18.6K-
Wealthfront Advisers LLC5.17MShares$124 Million0.32% of portfolio
-
Miracle Mile Advisors, LLC2.57MShares$61.6 Million1.06% of portfolio
-
Stratos Wealth Partners, Ltd.1.83MShares$43.9 Million0.6% of portfolio
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Mercer Global Advisors Inc Denver, CO1.67MShares$40 Million0.08% of portfolio
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Envestnet Asset Management Inc1.67MShares$40 Million0.01% of portfolio