Williams & Novak, LLC Invesco California Amt Free Mu Transaction History
Williams & Novak, LLC
- $107 Billion
- Q2 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 66,200 shares of PWZ stock, worth $1.65 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
66,200
Previous 47,800
38.49%
Holding current value
$1.65 Million
Previous $1.19 Billion
36.78%
% of portfolio
1.52%
Previous 1.36%
Shares
2 transactions
Others Institutions Holding PWZ
# of Institutions
91Shares Held
23.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.5MShares$237 Million0.32% of portfolio
-
Miracle Mile Advisors, LLC2.11MShares$52.6 Million1.3% of portfolio
-
First Foundation Advisors Irvine, CA1.68MShares$41.9 Million1.72% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.4 Million0.56% of portfolio
-
Gerber Kawasaki Wealth & Investment Management969KShares$24.1 Million1.31% of portfolio