Waddell & Associates, LLC Invesco California Amt Free Mu Transaction History
Waddell & Associates, LLC
- $1.16 Billion
- Q3 2025
A detailed history of Waddell & Associates, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Waddell & Associates, LLC holds 14,125 shares of PWZ stock, worth $342,672. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,125
Previous 14,125
-0.0%
Holding current value
$342,672
Previous $329,000
2.43%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding PWZ
# of Institutions
132Shares Held
36.5MCall 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.1.32MShares$32 Million0.39% of portfolio