Verus Wealth Management, LLC Invesco California Amt Free Mu Transaction History
Verus Wealth Management, LLC
- $89.2 Billion
- Q4 2024
A detailed history of Verus Wealth Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Verus Wealth Management, LLC holds 56,522 shares of PWZ stock, worth $1.38 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
56,522
Previous 56,522
-0.0%
Holding current value
$1.38 Million
Previous $1.4 Billion
-0.0%
% of portfolio
1.57%
Previous 1.57%
Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
102Shares Held
14.8MCall 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.1.41MShares$34.5 Million0.52% of portfolio
-
Gerber Kawasaki Wealth & Investment Management1.17MShares$28.5 Million1.35% of portfolio
-
Envestnet Asset Management Inc1.05MShares$25.7 Million0.01% of portfolio