Warren Street Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History
Warren Street Wealth Advisors, LLC
- $238 Million
- Q4 2024
A detailed history of Warren Street Wealth Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 21,135 shares of PWZ stock, worth $520,766. This represents 0.22% of its overall portfolio holdings.
Number of Shares
21,135
Previous 21,609
2.19%
Holding current value
$520,766
Previous $541,000
3.51%
% of portfolio
0.22%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding PWZ
# of Institutions
112Shares Held
17.7MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.42MShares$59.7 Million1.27% of portfolio
-
Stratos Wealth Partners, Ltd.1.48MShares$36.4 Million0.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$34 Million0.0% of portfolio
-
First Foundation Advisors Irvine, CA1.35MShares$33.3 Million1.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.25MShares$30.8 Million0.08% of portfolio