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 $351,147. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,125
Previous 14,125
-0.0%
Holding current value
$351,147
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$56.5 Million1.37% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$37.4 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.41MShares$35.1 Million0.52% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$29 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$26.1 Million0.01% of portfolio