Apriem Advisors Invesco California Amt Free Mu Transaction History

Apriem Advisors

$793 Million
Q1 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$24.04 - $25.03 $158,664 - $165,198	-6,600 Reduced 41.38%	9,350 $231,000
Q4 2022 Feb 13, 2023	SELL	$22.85 - $24.56 $61,695 - $66,312	-2,700 Reduced 14.48%	15,950 $385,000
Q3 2022 Nov 14, 2022	SELL	$23.45 - $25.32 $18,760 - $20,256	-800 Reduced 4.11%	18,650 $432,000
Q2 2022 Aug 08, 2022	SELL	$23.81 - $25.88 $197,623 - $214,804	-8,300 Reduced 29.91%	19,450 $473,000
Q1 2022 May 10, 2022	SELL	$25.72 - $27.89 $82,304 - $89,248	-3,200 Reduced 10.34%	27,750 $716,000

Q4 2021 Feb 09, 2022	BUY	$27.55 - $27.98 $5,510 - $5,596	200 Added 0.65%	30,950 $864,000
Q3 2021 Nov 12, 2021	BUY	$27.75 - $28.35 $105,450 - $107,730	3,800 Added 14.1%	30,750 $853,000
Q2 2021 Aug 10, 2021	BUY	$27.71 - $28.3 $8,313 - $8,490	300 Added 1.13%	26,950 $758,000
Q1 2021 May 10, 2021	BUY	$27.43 - $28.28 $27,430 - $28,280	1,000 Added 3.9%	26,650 $737,000
Q4 2020 Feb 04, 2021	BUY	$27.31 - $28.08 $143,377 - $147,420	5,250 Added 25.74%	25,650 $718,000
Q3 2020 Nov 10, 2020	BUY	$27.27 - $28.09 $556,308 - $573,036	20,400 New	20,400 $563,000
Q4 2019 Feb 10, 2020	SELL	$27.1 - $27.57 $622,866 - $633,668	-22,984 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$26.89 - $27.69 $618,039 - $636,426	22,984 New	22,984 $629,000
Q1 2019 May 15, 2019	SELL	$25.62 - $26.39 $415,300 - $427,781	-16,210 Closed	0 $0
Q4 2018 Feb 19, 2019	SELL	$25.05 - $25.8 $65,029 - $66,976	-2,596 Reduced 13.8%	16,210 $418,000
Q3 2018 Nov 14, 2018	SELL	$25.39 - $26.0 $98,589 - $100,958	-3,883 Reduced 17.11%	18,806 $480,000
Q2 2018 Aug 14, 2018	BUY	$25.43 - $26.03 $576,981 - $590,594	22,689 New	22,689 $587,000

Others Institutions Holding PWZ

# of Institutions

90

Shares Held

22.3M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

9.5M
Shares

$235 Million
0.32% of portfolio
First Foundation Advisors Irvine, CA

1.68M
Shares

$41.6 Million
1.72% of portfolio
Miracle Mile Advisors, LLC

1.59M
Shares

$39.4 Million
1.02% of portfolio
Stratos Wealth Partners, Ltd.

1.38M
Shares

$34.1 Million
0.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

969K
Shares

$24 Million
1.31% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

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