Purchases and Sales Made in Q1 2024 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO CALIFORNIA AMT-FREE MU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-368- 1.05% |
$9.14K - $9.29K
|
34.6K
$861K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-390- 0.57% |
$9.68K - $9.84K
|
68.4K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-835- 1.08% |
$20.7K - $21.1K
|
76.4K
$1.9M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.36K- 5.07% |
$33.7K - $34.2K
|
25.4K
$631K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 7.75% |
$46K - $46.7K
|
22K
$547K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.35K- 15.04% |
$58.3K - $59.3K
|
13.3K
$330K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.75K- 64.6% |
$93.1K - $94.7K
|
2.06K
$51.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.38K- 2.29% |
$109K - $111K
|
187K
$4.64M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.7K- 7.95% |
$142K - $144K
|
66K
$1.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-6.05K- 9.3% |
$150K - $153K
|
58.9K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-10K- 29.15% |
$249K - $253K
|
24.4K
$606K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.5K- 13.47% |
$410K - $417K
|
106K
$2.64M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-19.4K- 67.3% |
$481K - $489K
|
9.41K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-34.3K- 4.31% |
$851K - $865K
|
761K
$18.9M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.4K- 70.55% |
$1.05M - $1.07M
|
17.7K
$440K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-152K- 24.78% |
$3.78M - $3.84M
|
462K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-183K- 16.21% |
$4.54M - $4.62M
|
946K
$23.5M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-314K- 3.19% |
$7.79M - $7.91M
|
9.5M
$236M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.4M- 99.7% |
$84.4M - $85.7M
|
10.2K
$254K
|