Waddell & Associates, LLC Invesco California Amt Free Mu Transaction History
Waddell & Associates, LLC
- $815 Million
- Q3 2024
A detailed history of Waddell & Associates, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Waddell & Associates, LLC holds 14,125 shares of PWZ stock, worth $346,768. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,125
Previous 14,125
-0.0%
Holding current value
$346,768
Previous $348,000
1.72%
% of portfolio
0.04%
Previous 0.05%
Shares
1 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