Wealthsource Partners, LLC Invesco California Amt Free Mu Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Wealthsource Partners, LLC holds 117,259 shares of PWZ stock, worth $2.9 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
117,259
Previous 164,167
28.57%
Holding current value
$2.9 Million
Previous $3.85 Million
23.96%
% of portfolio
0.19%
Previous 0.27%
Shares
11 transactions
Others Institutions Holding PWZ
# of Institutions
90Shares Held
22.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.5MShares$235 Million0.32% of portfolio
-
First Foundation Advisors Irvine, CA1.68MShares$41.6 Million1.72% of portfolio
-
Miracle Mile Advisors, LLC1.59MShares$39.4 Million1.02% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.1 Million0.58% of portfolio
-
Gerber Kawasaki Wealth & Investment Management969KShares$24 Million1.31% of portfolio