Williams & Novak, LLC Invesco California Amt Free Mu Transaction History
Williams & Novak, LLC
- $107 Billion
- Q3 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 62,000 shares of PWZ stock, worth $1.52 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
62,000
Previous 66,200
6.34%
Holding current value
$1.52 Million
Previous $1.63 Billion
4.79%
% of portfolio
1.45%
Previous 1.52%
Shares
3 transactions
Others Institutions Holding PWZ
# of Institutions
101Shares Held
14.8MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.42MShares$59.3 Million1.27% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$36.8 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.41MShares$34.5 Million0.52% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$28.5 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$25.7 Million0.01% of portfolio