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

Cypress Wealth Services, LLC

$468 Million
Q3 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	$22.71 - $24.56 $192,512 - $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

100

Shares Held

14.6M

Call Options Held

0

Put Options Held

0

Miracle Mile Advisors, LLC

2.27M
Shares

$56.5 Million
1.37% of portfolio
First Foundation Advisors Irvine, CA

1.5M
Shares

$37.4 Million
1.46% of portfolio
Stratos Wealth Partners, Ltd.

1.41M
Shares

$35.1 Million
0.52% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.17M
Shares

$29 Million
1.35% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$26.1 Million
0.01% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

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