Zrc Wealth Management, LLC Invesco California Amt Free Mu Transaction History
Zrc Wealth Management, LLC
- $237 Billion
- Q4 2024
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 2,967 shares of PWZ stock, worth $72,394. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,967
Previous 2,944
0.78%
Holding current value
$72,394
Previous $73.8 Million
0.73%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding PWZ
# of Institutions
104Shares Held
15.3MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.42MShares$59.2 Million1.27% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$36.7 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.48MShares$36 Million0.53% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$28.5 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$25.6 Million0.01% of portfolio