Invesco California Amt Free Mu PWZ
Institutional shares held
19.6 Million
21.7K
calls
13.3K
puts
Total value of holdings
$466M
$516K
calls
$316K
puts
# of Institutions
118
We take great care to ensure that the data presented and summarized in this overview for INVESCO CALIFORNIA AMT-FREE MU is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding PWZ
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Miracle Mile Advisors, LLC2.42MShares$57.8 Million1.27% of portfolio
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Stratos Wealth Partners, Ltd.1.48MShares$35.1 Million0.53% of portfolio
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Bank Of America Corp Charlotte, NC1.38MShares$32.9 Million0.0% of portfolio
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First Foundation Advisors Irvine, CA1.35MShares$32.2 Million1.29% of portfolio
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Mercer Global Advisors Inc Denver, CO1.25MShares$29.8 Million0.08% of portfolio
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Envestnet Asset Management Inc1.24MShares$29.6 Million0.01% of portfolio
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Gerber Kawasaki Wealth & Investment Management1.23MShares$29.3 Million1.33% of portfolio
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Syon Capital LLC San Francisco, CA1.09MShares$26 Million2.43% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA837KShares$19.9 Million0.18% of portfolio
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Morgan Stanley New York, NY563KShares$13.4 Million0.0% of portfolio