Cypress Wealth Services, LLC Invesco California Amt Free Mu Transaction History

Cypress Wealth Services, LLC

$440 Million
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	BUY	$23.35 - $24.92 $1,471 - $1,569	63 Added 0.73%	8,660 $203,000
Q2 2023 Jul 21, 2023	BUY	$24.07 - $25.07 $1,468 - $1,529	61 Added 0.71%	8,597 $211,000
Q1 2023 Apr 07, 2023	BUY	$24.04 - $25.03 $1,418 - $1,476	59 Added 0.7%	8,536 $211,000
Q4 2022 Jan 18, 2023	BUY	$22.85 - $24.56 $193,699 - $208,195	8,477 New	8,477 $0
Q2 2022 Jul 27, 2022	BUY	$23.81 - $25.88 $1,119 - $1,216	47 Added 0.57%	8,365 $203,000
Q1 2022 Apr 22, 2022	BUY	$25.72 - $27.89 $1,157 - $1,255	45 Added 0.54%	8,318 $215,000
Q4 2021 Jan 19, 2022	BUY	$27.55 - $27.98 $1,267 - $1,287	46 Added 0.56%	8,273 $231,000
Q3 2021 Oct 13, 2021	BUY	$27.75 - $28.35 $1,276 - $1,304	46 Added 0.56%	8,227 $228,000
Q2 2021 Jul 14, 2021	BUY	$27.71 - $28.3 $1,274 - $1,301	46 Added 0.57%	8,181 $230,000
Q1 2021 Apr 28, 2021	BUY	$27.43 - $28.28 $1,316 - $1,357	48 Added 0.59%	8,135 $225,000
Q4 2020 Jan 22, 2021	BUY	$27.31 - $28.08 $2,922 - $3,004	107 Added 1.34%	8,087 $226,000
Q2 2020 Jul 15, 2020	BUY	$25.52 - $27.41 $867 - $931	34 Added 0.43%	7,980 $218,000
Q1 2020 Apr 10, 2020	BUY	$24.58 - $28.35 $1,229 - $1,417	50 Added 0.63%	7,946 $214,000
Q4 2019 Jan 14, 2020	BUY	$27.1 - $27.57 $1,355 - $1,378	50 Added 0.64%	7,896 $216,000
Q3 2019 Oct 16, 2019	BUY	$26.89 - $27.69 $1,290 - $1,329	48 Added 0.62%	7,846 $215,000
Q2 2019 Jul 24, 2019	BUY	$26.2 - $26.94 $1,310 - $1,347	50 Added 0.65%	7,798 $210,000
Q1 2019 Apr 19, 2019	BUY	$25.62 - $26.39 $198,503 - $204,469	7,748 New	7,748 $204,000

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

Ticker PWZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.