Kayne Anderson Rudnick Investment Management LLC Invesco California Amt Free Mu Transaction History

Kayne Anderson Rudnick Investment Management LLC

$43.7 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$24.26 - $25.06 $87,020 - $89,890	3,587 New	3,587 $88,000
Q4 2022 Feb 13, 2023	BUY	$22.71 - $24.56 $280,332 - $303,168	12,344 New	12,344 $297,000

Others Institutions Holding PWZ

# of Institutions

100

Shares Held

14.6M

Call Options Held

Put Options Held

Miracle Mile Advisors, LLC

2.27M
Shares

$56.5 Million
1.37% of portfolio
First Foundation Advisors Irvine, CA

1.5M
Shares

$37.4 Million
1.46% of portfolio
Stratos Wealth Partners, Ltd.

1.41M
Shares

$35.1 Million
0.52% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.17M
Shares

$29 Million
1.35% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$26.1 Million
0.01% of portfolio

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About INVESCO CALIFORNIA AMT-FREE MU

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