Bartlett & Co. Wealth Management LLC Invesco California Amt Free Mu Call Options Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PWZ

# of Institutions

100

Shares Held

24.2M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

9.74M
Shares

$242 Million
0.05% of portfolio
Miracle Mile Advisors, LLC

2.27M
Shares

$56.4 Million
1.37% of portfolio
First Foundation Advisors Irvine, CA

1.56M
Shares

$38.7 Million
1.5% of portfolio
Stratos Wealth Partners, Ltd.

1.41M
Shares

$35 Million
0.52% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$26 Million
0.01% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

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