Wooster Corthell Wealth Management, Inc. Invesco California Amt Free Mu Transaction History
Wooster Corthell Wealth Management, Inc.
- $489 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding PWZ
# of Institutions
129Shares Held
20.5MCall Options Held
12.9KPut Options Held
0-
Miracle Mile Advisors, LLC2.52MShares$58.4 Million1.26% of portfolio
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Stratos Wealth Partners, Ltd.1.79MShares$41.5 Million0.68% of portfolio
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Mercer Global Advisors Inc Denver, CO1.44MShares$33.3 Million0.08% of portfolio
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Envestnet Asset Management Inc1.43MShares$33 Million0.01% of portfolio
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Gerber Kawasaki Wealth & Investment Management1.31MShares$30.4 Million1.42% of portfolio