Institutional shares held 22.3 Million
0 calls
0 puts
Total value of holdings $545M
$0 calls
$0 puts
# of Institutions 90


Latest Institutional Activity in PWZ

Top Purchases

Q1 2024
Stratos Wealth Partners, Ltd. Shares Held: 1.38M ($33.7M)
Q1 2024
Miracle Mile Advisors, LLC Shares Held: 1.59M ($38.9M)
Q1 2024
First Foundation Advisors Shares Held: 1.68M ($41.1M)
Q1 2024
Envestnet Asset Management Inc Shares Held: 640K ($15.6M)
Q1 2024
Gerber Kawasaki Wealth & Investment Management Shares Held: 969K ($23.7M)

Top Sells

Q1 2024
Jane Street Group, LLC Shares Held: 10.2K ($249K)
Q1 2024
Charles Schwab Investment Advisory, Inc. Shares Held: 9.5M ($232M)
Q1 2024
Bank Of America Corp Shares Held: 946K ($23.1M)
Q1 2024
Susquehanna International Group, LLP Shares Held: 17.7K ($433K)
Q1 2024
Ep Wealth Advisors, LLC Shares Held: 761K ($18.6M)

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