Dynamic Advisor Solutions LLC Invesco California Amt Free Mu Transaction History
Dynamic Advisor Solutions LLC
- $2.97 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding PWZ
# of Institutions
117Shares Held
19.7MCall Options Held
21.7KPut Options Held
13.3K-
Miracle Mile Advisors, LLC2.52MShares$58 Million1.26% of portfolio
-
Stratos Wealth Partners, Ltd.1.48MShares$34 Million0.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$31.7 Million0.0% of portfolio
-
First Foundation Advisors Irvine, CA1.35MShares$31.1 Million1.29% of portfolio
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Mercer Global Advisors Inc Denver, CO1.25MShares$28.8 Million0.08% of portfolio