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 $421,107. This represents 0.21% of its overall portfolio holdings.
Number of Shares
18,309Holding current value
$421,107% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
124Shares Held
25MCall 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$59.1 Million1.06% of portfolio
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Stratos Wealth Partners, Ltd.1.83MShares$42.1 Million0.6% of portfolio
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Envestnet Asset Management Inc1.67MShares$38.3 Million0.01% of portfolio
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Mercer Global Advisors Inc Denver, CO1.44MShares$33.1 Million0.08% of portfolio