Waddell & Associates, LLC Invesco California Amt Free Mu Transaction History
Waddell & Associates, LLC
- $755 Million
- Q2 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 $353,125. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,125
Previous 14,125
-0.0%
Holding current value
$353,125
Previous $351,000
0.85%
% of portfolio
0.05%
Previous 0.05%
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