Robertson Stephens Wealth Management, LLC Invesco California Amt Free Mu Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 23,848 shares of PWZ stock, worth $584,752. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,848
Previous 23,848
-0.0%
Holding current value
$584,752
Previous $598,000
1.51%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
104Shares Held
15.3MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2.42MShares$59.5 Million1.27% of portfolio
-
First Foundation Advisors Irvine, CA1.5MShares$36.9 Million1.46% of portfolio
-
Stratos Wealth Partners, Ltd.1.48MShares$36.2 Million0.53% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$28.6 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$25.7 Million0.01% of portfolio