Db Wealth Management Group, LLC Invesco California Amt Free Mu Transaction History
Db Wealth Management Group, LLC
- $169 Million
- Q4 2023
Shares
8 transactions
Others Institutions Holding PWZ
# of Institutions
99Shares Held
24MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA9.74MShares$241 Million0.05% of portfolio
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Miracle Mile Advisors, LLC2.27MShares$56.1 Million1.37% of portfolio
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First Foundation Advisors Irvine, CA1.56MShares$38.5 Million1.5% of portfolio
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Stratos Wealth Partners, Ltd.1.41MShares$34.9 Million0.52% of portfolio
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Gerber Kawasaki Wealth & Investment Management1.02MShares$25.3 Million1.28% of portfolio