Atlas Capital Advisors LLC Invesco California Amt Free Mu Transaction History

Atlas Capital Advisors LLC

$770 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	BUY	$23.45 - $25.32 $122,409 - $132,170	5,220 New	5,220 $121 Million
Q2 2022 Aug 16, 2022	SELL	$23.81 - $25.88 $271,981 - $295,627	-11,423 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$25.72 - $27.89 $115,740 - $125,505	-4,500 Reduced 28.26%	11,423 $295 Million
Q2 2021 Jul 30, 2021	BUY	$27.71 - $28.3 $441,226 - $450,620	15,923 New	15,923 $447,000
Q3 2020 Oct 23, 2020	SELL	$27.27 - $28.09 $482,106 - $496,603	-17,679 Closed	0 $0
Q2 2020 Jul 28, 2020	BUY	$25.52 - $27.41 $451,168 - $484,581	17,679 New	17,679 $482,000
Q4 2019 Jan 28, 2020	SELL	$27.1 - $27.57 $413,302 - $420,470	-15,251 Closed	0 $0
Q3 2019 Nov 01, 2019	BUY	$26.89 - $27.69 $410,099 - $422,300	15,251 New	15,251 $417,000

Others Institutions Holding PWZ

# of Institutions

97

Shares Held

23.9M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

9.74M
Shares

$244 Million
0.05% of portfolio
Miracle Mile Advisors, LLC

2.11M
Shares

$52.9 Million
1.3% of portfolio
First Foundation Advisors Irvine, CA

1.56M
Shares

$39 Million
1.5% of portfolio
Stratos Wealth Partners, Ltd.

1.38M
Shares

$34.6 Million
0.56% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.02M
Shares

$25.6 Million
1.28% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

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