Gradient Investments LLC Invesco California Amt Free Mu Transaction History

Gradient Investments LLC

$3.96 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 06, 2020	SELL	$27.27 - $28.09 $27,270 - $28,090	-1,000 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	$25.43 - $26.03 $25,430 - $26,030	1,000 New	1,000 $26,000

Others Institutions Holding PWZ

# of Institutions

131

Shares Held

20.9M

Call Options Held

21.7K

Put Options Held

13.3K

Miracle Mile Advisors, LLC

2.52M
Shares

$59.3 Million
1.26% of portfolio
Stratos Wealth Partners, Ltd.

1.79M
Shares

$42.2 Million
0.68% of portfolio
Envestnet Asset Management Inc

1.43M
Shares

$33.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$32.4 Million
0.0% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.31M
Shares

$30.9 Million
1.42% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

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