Purchases and Sales Made in Q2 2024 in Invesco California Amt Free Mu (PWZ)

PWZ Quotes by TradingView

This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q2 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
Aug 12, 2024 Q2 2024
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
9.74M
New
$236M - $244M
9.74M $242M
Aug 06, 2024 Q2 2024
First Foundation Advisors

Irvine, CA
BUY
 -
1.56M
New
$37.8M - $39.1M
1.56M $38.8M
Jul 18, 2024 Q2 2024
Miracle Mile Advisors, LLC

BUY
 -
520K
+ 32.6%
$12.6M - $13M
2.11M $52.6M
Aug 12, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
485K
New
$11.8M - $12.1M
485K $12.1M
Jul 24, 2024 Q2 2024
Boyd Wealth Management, LLC

BUY
 -
197K
New
$4.79M - $4.94M
197K $4.91M
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
194K
+ 30.32%
$4.71M - $4.87M
835K $20.8M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
152K
+ 32.95%
$3.69M - $3.81M
614K $15.3M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
152K
+ 32.95%
$3.69M - $3.81M
614K $15.3M
Aug 02, 2024 Q2 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
112K
New
$2.71M - $2.8M
112K $2.78M
Aug 14, 2024 Q2 2024
Jane Street Group, LLC

New York, NY
BUY
 -
82.9K
+ 812.41%
$2.01M - $2.08M
93.1K $2.32M
Aug 13, 2024 Q2 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
55.4K
+ 5.71%
$1.34M - $1.39M
1.02M $25.5M
Aug 13, 2024 Q2 2024
Cerity Partners LLC

New York, NY
BUY
 -
53.5K
New
$1.3M - $1.34M
53.5K $1.33M
Jul 31, 2024 Q2 2024
Keybank National Association

BUY
 -
42.4K
+ 63.41%
$1.03M - $1.06M
109K $2.72M
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
37.7K
New
$913K - $944K
37.7K $937K
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
34.5K
+ 11.5%
$838K - $865K
335K $8.34M
Jul 12, 2024 Q2 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
27.7K
New
$672K - $694K
27.7K $690K
Jul 23, 2024 Q2 2024
Allworth Financial LP

BUY
 -
27.5K
+ 14.74%
$667K - $689K
214K $5.33M
Aug 06, 2024 Q2 2024
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
21.6K
New
$525K - $542K
21.6K $539K
Aug 02, 2024 Q2 2024
Mission Wealth Management, LP

BUY
 -
21.2K
New
$515K - $532K
21.2K $528K
Aug 12, 2024 Q2 2024
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
20.6K
New
$500K - $516K
20.6K $513K
Jul 12, 2024 Q2 2024
Williams & Novak, LLC

Westlake Village, CA
BUY
 -
18.4K
+ 38.49%
$446K - $461K
66.2K $1.65M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
18.1K
+ 77.08%
$440K - $454K
41.7K $1.04M
Aug 14, 2024 Q2 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
15.9K
+ 6.47%
$386K - $399K
262K $6.52M
Jul 24, 2024 Q2 2024
Destination Wealth Management

BUY
 -
10.5K
+ 69.34%
$254K - $263K
25.6K $638K
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
8.1K
New
$197K - $203K
8.1K $202K
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
6.92K
+ 39.05%
$168K - $173K
24.6K $613K
Jul 19, 2024 Q2 2024
Hennion & Walsh Asset Management, Inc.

BUY
 -
6.61K
+ 57.61%
$160K - $166K
18.1K $450K
Jul 12, 2024 Q2 2024
Mc Naughton Wealth Management, LLC

BUY
 -
5.17K
+ 7.21%
$125K - $130K
76.9K $1.91M
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
4.17K
+ 0.3%
$101K - $104K
1.38M $34.4M
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
4.04K
New
$98.1K - $101K
4.04K $101K
Aug 13, 2024 Q2 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
3.59K
New
$87K - $89.9K
3.59K $89.3K
Aug 14, 2024 Q2 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
3.48K
+ 5.16%
$84.3K - $87.1K
70.8K $1.76M
Aug 12, 2024 Q2 2024
First American Trust, Fsb

BUY
 -
3.22K
+ 1.98%
$78.2K - $80.8K
166K $4.13M
Jul 30, 2024 Q2 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
3.06K
+ 4.95%
$74.3K - $76.7K
65K $1.62M
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.35K
+ 17.7%
$57K - $58.8K
15.6K $389K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
2.02K
+ 10.85%
$49K - $50.6K
20.6K $513K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
1.65K
New
$40K - $41.3K
1.65K $41.1K
Jul 25, 2024 Q2 2024
Simpli Fi, Inc.

BUY
 -
1.24K
+ 2.11%
$30.1K - $31.1K
60.2K $1.5M
Jul 12, 2024 Q2 2024
Omega Financial Group, LLC

BUY
 -
1.18K
+ 4.84%
$28.6K - $29.6K
25.6K $636K
Aug 02, 2024 Q2 2024
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
1.03K
+ 4.43%
$25K - $25.8K
24.2K $603K
Aug 13, 2024 Q2 2024
Prospera Financial Services Inc

BUY
 -
758
+ 1.11%
$18.4K - $19K
68.8K $1.71M
Jul 25, 2024 Q2 2024
Heritage Wealth Management, Inc. /Ca/

San Diego, Ca, CA
BUY
 -
154
+ 1.9%
$3.74K - $3.86K
8.27K $206K
Jul 22, 2024 Q2 2024
Focus Wealth Advisors, LLC

BUY
 -
125
+ 0.36%
$3.03K - $3.13K
35.2K $875K
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
7
New
$170 - $175
7 $174
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 13, 2024 Q2 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-105
- 2.85%
$2.55K - $2.63K
3.58K $89K
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-215
- 0.33%
$5.22K - $5.39K
65.8K $1.64M
Jul 25, 2024 Q2 2024
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-249
- 2.44%
$6.04K - $6.24K
9.98K $248K
Aug 15, 2024 Q2 2024
Dynamic Wealth Strategies, LLC

Granite Bay, CA
SELL
 -
-303
- 0.79%
$7.35K - $7.59K
38K $947K

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