Southland Equity Partners LLC Invesco California Amt Free Mu Transaction History
Southland Equity Partners LLC
- $350 Billion
- Q2 2024
A detailed history of Southland Equity Partners LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Southland Equity Partners LLC holds 9,950 shares of PWZ stock, worth $247,755. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,950
Previous 9,950
-0.0%
Holding current value
$247,755
Previous $247 Million
0.8%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
90Shares Held
23.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.5MShares$237 Million0.32% of portfolio
-
Miracle Mile Advisors, LLC2.11MShares$52.6 Million1.3% of portfolio
-
First Foundation Advisors Irvine, CA1.68MShares$41.9 Million1.72% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.4 Million0.56% of portfolio
-
Gerber Kawasaki Wealth & Investment Management969KShares$24.1 Million1.31% of portfolio