Zrc Wealth Management, LLC Invesco California Amt Free Mu Transaction History
Zrc Wealth Management, LLC
- $253 Billion
- Q2 2025
A detailed history of Zrc Wealth Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 3,018 shares of PWZ stock, worth $68,870. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,018
Previous 2,992
0.87%
Holding current value
$68,870
Previous $71.4 Million
1.27%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding PWZ
# of Institutions
125Shares Held
20.2MCall Options Held
12.9KPut Options Held
0-
Miracle Mile Advisors, LLC2.57MShares$58.6 Million1.06% of portfolio
-
Stratos Wealth Partners, Ltd.1.83MShares$41.8 Million0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.44MShares$32.8 Million0.08% of portfolio
-
Envestnet Asset Management Inc1.43MShares$32.6 Million0.01% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.31MShares$30 Million1.42% of portfolio