Bartlett & Co. Wealth Management LLC Invesco California Amt Free Mu Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,430 shares of PWZ stock, worth $35,063. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,430
Previous 1,430
-0.0%
Holding current value
$35,063
Previous $35.9 Million
1.51%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PWZ
# of Institutions
104Shares Held
15.3MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.42MShares$59.5 Million1.27% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$36.9 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.48MShares$36.2 Million0.53% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$28.6 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$25.7 Million0.01% of portfolio