Root Financial Partners, LLC Invesco California Amt Free Mu Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Root Financial Partners, LLC holds 10,240 shares of PWZ stock, worth $248,422. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,240
Previous 10,240
-0.0%
Holding current value
$248,422
Previous $239 Million
2.48%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
128Shares Held
36.3MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC18.9MShares$459 Million1.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.24MShares$54.3 Million0.09% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.73MShares$42 Million1.44% of portfolio
-
Miracle Mile Advisors, LLC1.37MShares$33.3 Million0.54% of portfolio
-
Stratos Wealth Partners, Ltd.1.3MShares$31.6 Million0.39% of portfolio