Wcg Wealth Advisors LLC Invesco California Amt Free Mu Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 23, 2022	BUY	$23.81 - $25.88 $355,435 - $386,336	14,928 New	14,928 $363,000

Others Institutions Holding PWZ

# of Institutions

100

Shares Held

14.6M

Call Options Held

0

Put Options Held

0

Miracle Mile Advisors, LLC

2.27M
Shares

$57.1 Million
1.37% of portfolio
First Foundation Advisors Irvine, CA

1.5M
Shares

$37.8 Million
1.46% of portfolio
Stratos Wealth Partners, Ltd.

1.41M
Shares

$35.5 Million
0.52% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.17M
Shares

$29.3 Million
1.35% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$26.4 Million
0.01% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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