Purchases and Sales Made in Q3 2021 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-4.1K- 3.7% |
$114K - $116K
|
107K
$2.63M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.26K- 31.3% |
$146K - $149K
|
11.5K
$284K
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-5.34K- 21.32% |
$148K - $151K
|
19.7K
$486K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.92KClosed |
$164K - $168K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-6.71KClosed |
$186K - $190K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.12KClosed |
$253K - $259K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.4KClosed |
$289K - $295K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11.6KClosed |
$322K - $329K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.1K- 4.78% |
$335K - $343K
|
241K
$5.94M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-14.5KClosed |
$402K - $411K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-42.6K- 73.48% |
$1.18M - $1.21M
|
15.4K
$379K
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-67.2KClosed |
$1.86M - $1.9M
|
0
$0
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-158KClosed |
$4.37M - $4.47M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-392KClosed |
$10.9M - $11.1M
|
0
$0
|