Johnson Bixby & Associates, LLC Invesco California Amt Free Mu Transaction History

Johnson Bixby & Associates, LLC

$590 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	BUY	$24.04 - $25.03 $2,596 - $2,703	108 Added 0.7%	15,473 $383,000
Q4 2022 Jan 18, 2023	BUY	$22.85 - $24.56 $2,536 - $2,726	111 Added 0.73%	15,365 $0
Q3 2022 Oct 12, 2022	BUY	$23.45 - $25.32 $2,790 - $3,013	119 Added 0.79%	15,254 $353,000
Q2 2022 Jul 13, 2022	BUY	$23.81 - $25.88 $2,000 - $2,173	84 Added 0.56%	15,135 $368,000
Q1 2022 May 06, 2022	BUY	$25.72 - $27.89 $2,109 - $2,286	82 Added 0.55%	15,051 $388,000
Q4 2021 Jan 31, 2022	BUY	$27.55 - $27.98 $2,314 - $2,350	84 Added 0.56%	14,969 $418,000
Q3 2021 Oct 20, 2021	BUY	$27.75 - $28.35 $777 - $793	28 Added 0.19%	14,885 $413,000
Q2 2021 Aug 23, 2021	BUY	$27.71 - $28.3 $3,907 - $3,990	141 Added 0.96%	14,857 $417,000
Q1 2021 May 25, 2021	BUY	$27.43 - $28.28 $2,413 - $2,488	88 Added 0.6%	14,716 $407,000
Q4 2020 Feb 10, 2021	BUY	$27.31 - $28.08 $399,490 - $410,754	14,628 New	14,628 $410,000

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

$244 Million
0.05% of portfolio
Miracle Mile Advisors, LLC

2.11M
Shares

$52.9 Million
1.3% of portfolio
First Foundation Advisors Irvine, CA

1.56M
Shares

$39 Million
1.5% of portfolio
Stratos Wealth Partners, Ltd.

1.38M
Shares

$34.6 Million
0.56% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.02M
Shares

$25.6 Million
1.28% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

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