Williams & Novak, LLC Invesco California Amt Free Mu Transaction History
Williams & Novak, LLC
- $104 Billion
- Q4 2024
A detailed history of Williams & Novak, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Williams & Novak, LLC holds 53,700 shares of PWZ stock, worth $1.26 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
53,700
Previous 62,000
13.39%
Holding current value
$1.26 Million
Previous $1.55 Billion
14.7%
% of portfolio
1.28%
Previous 1.45%
Shares
4 transactions
Others Institutions Holding PWZ
# of Institutions
120Shares Held
20.2MCall Options Held
21.7KPut Options Held
13.3K-
Miracle Mile Advisors, LLC2.52MShares$59.3 Million1.26% of portfolio
-
Stratos Wealth Partners, Ltd.1.79MShares$42.2 Million0.68% of portfolio
-
Envestnet Asset Management Inc1.43MShares$33.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$32.4 Million0.0% of portfolio
-
First Foundation Advisors Irvine, CA1.35MShares$31.8 Million1.29% of portfolio