Mc Naughton Wealth Management, LLC Invesco California Amt Free Mu Transaction History
Mc Naughton Wealth Management, LLC
- $205 Million
- Q3 2024
A detailed history of Mc Naughton Wealth Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 87,183 shares of PWZ stock, worth $2.15 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
87,183
Previous 76,906
13.36%
Holding current value
$2.15 Million
Previous $1.9 Million
15.23%
% of portfolio
1.06%
Previous 1.01%
Shares
20 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