Sweeney & Michel, LLC Invesco California Amt Free Mu Transaction History
Sweeney & Michel, LLC
- $254 Billion
- Q3 2024
A detailed history of Sweeney & Michel, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Sweeney & Michel, LLC holds 22,000 shares of PWZ stock, worth $540,100. This represents 0.22% of its overall portfolio holdings.
Number of Shares
22,000
Previous 18,000
22.22%
Holding current value
$540,100
Previous $447 Million
23.45%
% of portfolio
0.22%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding PWZ
# of Institutions
100Shares Held
14.6MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.27MShares$55.7 Million1.37% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$36.9 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.41MShares$34.7 Million0.52% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$28.6 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$25.7 Million0.01% of portfolio