Purchases and Sales Made in Q4 2024 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.5K+ 21.44% |
$85.8K - $88.5K
|
19.8K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3KNew |
$73.5K - $75.8K
|
3K
$71.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.86K+ 11.56% |
$70.1K - $72.3K
|
27.6K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.58K+ 2.48% |
$63.2K - $65.2K
|
107K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.53K+ 4.35% |
$61.9K - $63.8K
|
60.7K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.12K+ 9.37% |
$52K - $53.6K
|
24.8K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.03K+ 31.83% |
$49.6K - $51.2K
|
8.4K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.91KNew |
$46.7K - $48.2K
|
1.91K
$45.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.85K+ 9.77% |
$45.3K - $46.7K
|
20.8K
$495K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.5KNew |
$36.7K - $37.8K
|
1.5K
$35.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.49K+ 7.55% |
$36.4K - $37.6K
|
21.2K
$505K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1K+ 32.26% |
$24.5K - $25.3K
|
4.1K
$97.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
615+ 3.54% |
$15.1K - $15.5K
|
18K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
313+ 3.14% |
$7.67K - $7.9K
|
10.3K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
157+ 1.53% |
$3.84K - $3.96K
|
10.4K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
99+ 0.57% |
$2.42K - $2.5K
|
17.5K
$417K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
23+ 0.78% |
$563 - $581
|
2.97K
$70.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16New |
$392 - $404
|
16
$381
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$98 - $101
|
21.1K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.12% |
$24.5 - $25.3
|
837
$19.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-84- 0.33% |
$2.06K - $2.12K
|
25.3K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-191- 5.49% |
$4.68K - $4.82K
|
3.29K
$78.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-474- 2.19% |
$11.6K - $12K
|
21.1K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-850- 9.03% |
$20.8K - $21.5K
|
8.56K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.35K- 3.8% |
$33.2K - $34.2K
|
34.3K
$816K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 5.2% |
$44.8K - $46.2K
|
33.3K
$794K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.28K- 2.33% |
$55.8K - $57.6K
|
95.7K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.96K- 4.87% |
$72.4K - $74.7K
|
57.7K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.19K- 32.17% |
$103K - $106K
|
8.84K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.13K- 5.35% |
$126K - $129K
|
90.7K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-8.3K- 13.39% |
$203K - $210K
|
53.7K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-14.2K- 6.33% |
$347K - $358K
|
210K
$4.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29.9K- 25.65% |
$733K - $756K
|
86.8K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-45.5K- 9.76% |
$1.12M - $1.15M
|
421K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-152K- 10.11% |
$3.72M - $3.84M
|
1.35M
$32.2M
|