Hennion & Walsh Asset Management, Inc. Invesco California Amt Free Mu Transaction History
Hennion & Walsh Asset Management, Inc.
- $2.1 Billion
- Q4 2024
A detailed history of Hennion & Walsh Asset Management, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Hennion & Walsh Asset Management, Inc. holds 28,099 shares of PWZ stock, worth $687,020. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,099
Previous 21,208
32.49%
Holding current value
$687,020
Previous $531,000
30.7%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding PWZ
# of Institutions
102Shares Held
14.8MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.42MShares$59.3 Million1.27% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$36.8 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.41MShares$34.5 Million0.52% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$28.5 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$25.6 Million0.01% of portfolio