Waddell & Associates, LLC Invesco California Amt Free Mu Transaction History
Waddell & Associates, LLC
- $927 Million
- Q2 2025
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 $343,520. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,125
Previous 14,125
-0.0%
Holding current value
$343,520
Previous $336,000
2.08%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
123Shares Held
23.1MCall Options Held
44.5KPut Options Held
18.6K-
Wealthfront Advisers LLC5.17MShares$126 Million0.32% of portfolio
-
Stratos Wealth Partners, Ltd.1.83MShares$44.5 Million0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.67MShares$40.5 Million0.08% of portfolio
-
Envestnet Asset Management Inc1.67MShares$40.5 Million0.01% of portfolio
-
Miracle Mile Advisors, LLC1.37MShares$33.4 Million0.54% of portfolio