First Foundation Advisors Invesco California Amt Free Mu Transaction History
First Foundation Advisors
- $2.59 Billion
- Q4 2024
A detailed history of First Foundation Advisors transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, First Foundation Advisors holds 1,352,308 shares of PWZ stock, worth $31.5 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
1,352,308
Previous 1,504,361
10.11%
Holding current value
$31.5 Million
Previous $37.7 Million
11.47%
% of portfolio
1.29%
Previous 1.46%
Shares
8 transactions
Others Institutions Holding PWZ
# of Institutions
118Shares Held
19.7MCall Options Held
21.7KPut Options Held
13.3K-
Miracle Mile Advisors, LLC2.52MShares$58.7 Million1.26% of portfolio
-
Stratos Wealth Partners, Ltd.1.48MShares$34.3 Million0.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$32.1 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.25MShares$29.1 Million0.08% of portfolio
-
Envestnet Asset Management Inc1.24MShares$28.9 Million0.01% of portfolio