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 $515,693. This represents 0.22% of its overall portfolio holdings.
Number of Shares
21,135
Previous 21,609
2.19%
Holding current value
$515,693
Previous $541,000
3.51%
% of portfolio
0.22%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding PWZ
# of Institutions
104Shares Held
15.3MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.42MShares$59.2 Million1.27% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$36.7 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.48MShares$36 Million0.53% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$28.5 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$25.6 Million0.01% of portfolio