Bank Of Montreal Invesco California Amt Free Mu Transaction History

Bank Of Montreal

$197 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$22.61 - $25.09 $10.1 Million - $11.2 Million	447,310 New	447,310 $11.2 Million

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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