Wealthsource Partners, LLC Invesco California Amt Free Mu Put Options Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

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

$55.7 Million
1.37% of portfolio
First Foundation Advisors Irvine, CA

1.5M
Shares

$36.9 Million
1.46% of portfolio
Stratos Wealth Partners, Ltd.

1.41M
Shares

$34.7 Million
0.52% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.17M
Shares

$28.6 Million
1.35% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$25.7 Million
0.01% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

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