Hbw Advisory Services LLC Invesco California Amt Free Mu Transaction History

Hbw Advisory Services LLC

$622 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$25.72 - $27.89 $205,502 - $222,841	-7,990 Closed	0 $0
Q4 2021 Jan 11, 2022	BUY	$27.55 - $27.98 $881 - $895	32 Added 0.4%	7,990 $223,000
Q3 2021 Oct 08, 2021	SELL	$27.75 - $28.35 $1,193 - $1,219	-43 Reduced 0.54%	7,958 $221,000
Q2 2021 Jul 15, 2021	SELL	$27.71 - $28.3 $95,821 - $97,861	-3,458 Reduced 30.18%	8,001 $225,000
Q1 2021 Apr 13, 2021	BUY	$27.43 - $28.28 $21,614 - $22,284	788 Added 7.38%	11,459 $317,000
Q4 2020 Jan 12, 2021	BUY	$27.31 - $28.08 $464 - $477	17 Added 0.16%	10,671 $299,000
Q3 2020 Oct 14, 2020	BUY	$27.27 - $28.09 $8,235 - $8,483	302 Added 2.92%	10,654 $294,000
Q2 2020 Jul 08, 2020	BUY	$25.52 - $27.41 $264,183 - $283,748	10,352 New	10,352 $283,000
Q1 2020 Apr 30, 2020	SELL	$24.58 - $28.35 $186,537 - $215,148	-7,589 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$27.1 - $27.57 $205,661 - $209,228	7,589 New	7,589 $209,000

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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