Certus Wealth Management, LLC Invesco California Amt Free Mu Transaction History
Certus Wealth Management, LLC
- $155 Million
- Q3 2025
A detailed history of Certus Wealth Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Certus Wealth Management, LLC holds 65,204 shares of PWZ stock, worth $1.58 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
65,204
Previous 17,309
276.71%
Holding current value
$1.58 Million
Previous $403,000
286.85%
% of portfolio
1.0%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding PWZ
# of Institutions
128Shares Held
36.2MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC18.9MShares$459 Million1.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.24MShares$54.3 Million0.09% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.73MShares$42 Million1.44% of portfolio
-
Miracle Mile Advisors, LLC1.37MShares$33.3 Million0.54% of portfolio
-
Stratos Wealth Partners, Ltd.1.3MShares$31.6 Million0.39% of portfolio