Destination Wealth Management Invesco California Amt Free Mu Transaction History
Destination Wealth Management
- $3 Billion
- Q2 2024
A detailed history of Destination Wealth Management transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Destination Wealth Management holds 25,618 shares of PWZ stock, worth $632,764. This represents 0.02% of its overall portfolio holdings.
Number of Shares
25,618
Previous 15,128
69.34%
Holding current value
$632,764
Previous $376,000
67.82%
% of portfolio
0.02%
Previous 0.01%
Shares
12 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
-
Miracle Mile Advisors, LLC2.27MShares$56.1 Million1.37% of portfolio
-
First Foundation Advisors Irvine, CA1.56MShares$38.5 Million1.5% of portfolio
-
Stratos Wealth Partners, Ltd.1.41MShares$34.9 Million0.52% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.02MShares$25.3 Million1.28% of portfolio