Versant Capital Management, Inc Invesco California Amt Free Mu Transaction History
Versant Capital Management, Inc
- $392 Million
- Q2 2024
A detailed history of Versant Capital Management, Inc transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Versant Capital Management, Inc holds 370 shares of PWZ stock, worth $9,250. This represents 0.0% of its overall portfolio holdings.
Number of Shares
370
Previous 370
-0.0%
Holding current value
$9,250
Previous $9,000
-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