Journey Strategic Wealth LLC Invesco California Amt Free Mu Transaction History
Journey Strategic Wealth LLC
- $2.65 Billion
- Q4 2024
A detailed history of Journey Strategic Wealth LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 76,260 shares of PWZ stock, worth $1.86 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
76,260
Previous 71,472
6.7%
Holding current value
$1.86 Million
Previous $1.79 Million
5.08%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding PWZ
# of Institutions
102Shares Held
14.9MCall 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.1.48MShares$36.1 Million0.53% 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