New Edge Wealth, LLC Invesco California Amt Free Mu Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, New Edge Wealth, LLC holds 8,564 shares of PWZ stock, worth $211,102. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,564
Previous 9,414
9.03%
Holding current value
$211,102
Previous $236,000
10.59%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PWZ
# of Institutions
117Shares Held
19.1MCall Options Held
21.7KPut Options Held
13.3K-
Miracle Mile Advisors, LLC2.42MShares$59.8 Million1.27% of portfolio
-
Stratos Wealth Partners, Ltd.1.48MShares$36.4 Million0.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$34 Million0.0% of portfolio
-
First Foundation Advisors Irvine, CA1.35MShares$33.3 Million1.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.25MShares$30.8 Million0.08% of portfolio