Cerity Partners LLC Invesco California Amt Free Mu Transaction History

Cerity Partners LLC

$55.1 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	SELL	$23.68 - $24.72 $286,930 - $299,532	-12,117 Reduced 14.93%	69,018 $1.65 Million
Q4 2024 Feb 13, 2025	BUY	$24.49 - $25.25 $1.37 Million - $1.42 Million	56,053 Added 223.48%	81,135 $2 Million
Q3 2024 Nov 12, 2024	SELL	$24.63 - $25.25 $700,255 - $717,882	-28,431 Reduced 53.13%	25,082 $629,000
Q2 2024 Aug 13, 2024	BUY	$24.26 - $25.06 $1.3 Million - $1.34 Million	53,513 New	53,513 $1.32 Million
Q4 2023 Jan 26, 2024	BUY	$22.61 - $25.09 $680,832 - $755,510	30,112 New	30,112 $752,000
Q2 2023 Aug 14, 2023	BUY	$24.07 - $25.07 $307,422 - $320,194	12,772 Added 106.61%	24,752 $609,000
Q1 2023 May 11, 2023	BUY	$24.04 - $25.03 $287,999 - $299,859	11,980 New	11,980 $296,000
Q2 2022 Aug 10, 2022	BUY	$23.81 - $25.88 $257,957 - $280,383	10,834 New	10,834 $263,000

Others Institutions Holding PWZ

# of Institutions

119

Shares Held

24.7M

Call Options Held

12.9K

Put Options Held

0

About INVESCO CALIFORNIA AMT-FREE MU

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