Foresight Capital Management Advisors, Inc. Invesco California Amt Free Mu Transaction History

Foresight Capital Management Advisors, Inc.

$145 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$25.72 - $27.89 $50,642 - $54,915	-1,969 Closed	0 $0
Q4 2021 May 04, 2022	BUY	$27.55 - $27.98 $54,245 - $55,092	1,969 New	1,969 $55,000

Others Institutions Holding PWZ

# of Institutions

Shares Held

22.9M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

9.5M
Shares

$236 Million
0.32% of portfolio
Miracle Mile Advisors, LLC

2.11M
Shares

$52.4 Million
1.3% of portfolio
First Foundation Advisors Irvine, CA

1.68M
Shares

$41.7 Million
1.72% of portfolio
Stratos Wealth Partners, Ltd.

1.38M
Shares

$34.3 Million
0.56% of portfolio
Gerber Kawasaki Wealth & Investment Management

969K
Shares

$24 Million
1.31% of portfolio

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About INVESCO CALIFORNIA AMT-FREE MU

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