Purchases and Sales Made in Q3 2024 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
224KNew |
$5.51M - $5.65M
|
224K
$5.62M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
157K+ 7.4% |
$3.85M - $3.95M
|
2.27M
$57M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.1K+ 2.03% |
$693K - $711K
|
1.41M
$35.4M
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
21.6KNew |
$532K - $546K
|
21.6K
$542K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.7KNew |
$264K - $270K
|
10.7K
$269K
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
10.3K+ 13.36% |
$253K - $259K
|
87.2K
$2.19M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.05KNew |
$198K - $203K
|
8.05K
$202K
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4K+ 22.22% |
$98.5K - $101K
|
22K
$552K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
500+ 2.42% |
$12.3K - $12.6K
|
21.1K
$530K
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
160+ 1.93% |
$3.94K - $4.04K
|
8.43K
$212K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 0.58% |
$419 - $429
|
2.94K
$73.9K
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$24.6 - $25.3
|
35.2K
$882K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-203- 1.33% |
$5K - $5.13K
|
15.1K
$379K
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.91K- 11.37% |
$71.6K - $73.4K
|
22.7K
$568K
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-4.2K- 6.34% |
$103K - $106K
|
62K
$1.56M
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11.8K- 54.74% |
$292K - $299K
|
9.79K
$246K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.3K- 34.37% |
$353K - $362K
|
27.3K
$686K
|