Srs Capital Advisors, Inc. Invesco California Amt Free Mu Transaction History
Srs Capital Advisors, Inc.
- $977 Million
- Q2 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 339 shares of PWZ stock, worth $8,475. This represents 0.0% of its overall portfolio holdings.
Number of Shares
339
Previous 339
-0.0%
Holding current value
$8,475
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
97Shares Held
23.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA9.74MShares$244 Million0.05% of portfolio
-
Miracle Mile Advisors, LLC2.11MShares$52.9 Million1.3% of portfolio
-
First Foundation Advisors Irvine, CA1.56MShares$39 Million1.5% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.6 Million0.56% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.02MShares$25.6 Million1.28% of portfolio