Zrc Wealth Management, LLC Invesco California Amt Free Mu Transaction History
Zrc Wealth Management, LLC
- $278 Billion
- Q3 2025
A detailed history of Zrc Wealth Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 3,044 shares of PWZ stock, worth $73,847. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,044
Previous 3,018
0.86%
Holding current value
$73,847
Previous $70.4 Million
3.37%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding PWZ
# of Institutions
128Shares Held
36.2MCall 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