Institutional shares held 14.6 Million
0 calls
0 puts
Total value of holdings $363M
$0 calls
$0 puts
# of Institutions 100


Latest Institutional Activity in PWZ

Top Purchases

Q3 2024
Affinity Capital Advisors, LLC Shares Held: 224K ($5.57M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 1.05M ($26.1M)
Q3 2024
Miracle Mile Advisors, LLC Shares Held: 2.27M ($56.5M)
Q3 2024
Ameriprise Financial Inc Shares Held: 407K ($10.1M)
Q3 2024
Gerber Kawasaki Wealth & Investment Management Shares Held: 1.17M ($29M)

Top Sells

Q3 2024
Charles Schwab Investment Management Inc Shares Held: 13K ($324K)
Q3 2024
Mariner, LLC Shares Held: 219K ($5.44M)
Q3 2024
Morgan Stanley Shares Held: 516K ($12.8M)
Q3 2024
Jane Street Group, LLC Shares Held: 31.1K ($772K)
Q3 2024
First Foundation Advisors Shares Held: 1.5M ($37.4M)

About PWZ

Track Institutional and Insider Activities on PWZ

Follow INVESCO CALIFORNIA AMT-FREE MU and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PWZ shares.

Notify only if

Insider Trading

Get notified when an Invesco California Amt Free Mu insider buys or sells PWZ shares.

Notify only if

News

Receive news related to INVESCO CALIFORNIA AMT-FREE MU

Track Activities on PWZ