Betterment LLC Invesco California Amt Free Mu Transaction History

Betterment LLC

$37.2 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$23.81 - $25.88 $512,700 - $557,274	-21,533 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$25.72 - $27.89 $553,828 - $600,555	21,533 New	21,533 $556,000

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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