Bradley & Co. Private Wealth Management, LLC Invesco California Amt Free Mu Transaction History

Bradley & Co. Private Wealth Management, LLC

$123 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$23.45 - $25.32 $620,838 - $670,347	-26,475 Reduced 78.02%	7,457 $173,000
Q2 2022 Jul 25, 2022	SELL	$23.81 - $25.88 $145,812 - $158,489	-6,124 Reduced 15.29%	33,932 $825,000
Q1 2022 May 06, 2022	BUY	$25.72 - $27.89 $1.03 Million - $1.12 Million	40,056 New	40,056 $1.03 Million
Q3 2021 Nov 05, 2021	SELL	$27.75 - $28.35 $91,991 - $93,980	-3,315 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$27.43 - $28.28 $90,930 - $93,748	3,315 New	3,315 $92,000

Others Institutions Holding PWZ

# of Institutions

Shares Held

22.3M

Call Options Held

Put Options Held

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

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