Shared Vision Wealth Group LLC Invesco California Amt Free Mu Transaction History
Shared Vision Wealth Group LLC
- $200 Billion
- Q2 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 18,309 shares of PWZ stock, worth $438,683. This represents 0.21% of its overall portfolio holdings.
Number of Shares
18,309Holding current value
$438,683% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
122Shares Held
24.4MCall 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$39.9 Million0.08% of portfolio
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Envestnet Asset Management Inc1.67MShares$39.9 Million0.01% of portfolio