Gemmer Asset Management LLC Invesco California Amt Free Mu Transaction History

Gemmer Asset Management LLC

$922 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 20, 2021	SELL	$27.43 - $28.28 $24,220 - $24,971	-883 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$27.31 - $28.08 $24,114 - $24,794	883 New	883 $25,000

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

$245 Million
0.05% of portfolio
Miracle Mile Advisors, LLC

2.11M
Shares

$53.2 Million
1.3% of portfolio
First Foundation Advisors Irvine, CA

1.56M
Shares

$39.2 Million
1.5% of portfolio
Stratos Wealth Partners, Ltd.

1.38M
Shares

$34.8 Million
0.56% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.02M
Shares

$25.8 Million
1.28% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

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