Lincoln National Corp Invesco California Amt Free Mu Transaction History

Lincoln National Corp

$2.96 Billion
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	BUY	$23.45 - $25.32 $351 - $379	15 Added 0.07%	22,809 $528,000
Q2 2022 Aug 02, 2022	SELL	$23.81 - $25.88 $54,929 - $59,705	-2,307 Reduced 9.19%	22,794 $554,000
Q1 2022 May 09, 2022	BUY	$25.72 - $27.89 $22,042 - $23,901	857 Added 3.53%	25,101 $648,000
Q4 2021 Jan 26, 2022	BUY	$27.55 - $27.98 $578 - $587	21 Added 0.09%	24,244 $676,000
Q3 2021 Nov 05, 2021	BUY	$27.75 - $28.35 $4,023 - $4,110	145 Added 0.6%	24,223 $672,000
Q2 2021 Aug 13, 2021	BUY	$27.71 - $28.3 $581 - $594	21 Added 0.09%	24,078 $677,000
Q1 2021 May 10, 2021	BUY	$27.43 - $28.28 $45,780 - $47,199	1,669 Added 7.45%	24,057 $666,000
Q4 2020 Feb 05, 2021	BUY	$27.31 - $28.08 $327 - $336	12 Added 0.05%	22,388 $627,000
Q3 2020 Nov 09, 2020	BUY	$27.27 - $28.09 $299 - $308	11 Added 0.05%	22,376 $618,000
Q2 2020 Jul 31, 2020	SELL	$25.52 - $27.41 $8,829 - $9,483	-346 Reduced 1.52%	22,365 $610,000
Q1 2020 Apr 24, 2020	BUY	$24.58 - $28.35 $9,119 - $10,517	371 Added 1.66%	22,711 $613,000
Q4 2019 Feb 07, 2020	BUY	$27.1 - $27.57 $54,877 - $55,829	2,025 Added 9.97%	22,340 $611,000
Q3 2019 Nov 06, 2019	SELL	$26.89 - $27.69 $7,018 - $7,227	-261 Reduced 1.27%	20,315 $556,000
Q2 2019 Aug 06, 2019	BUY	$26.2 - $26.94 $539,091 - $554,317	20,576 New	20,576 $553,000
Q4 2018 Feb 08, 2019	SELL	$25.05 - $25.8 $786,144 - $809,681	-31,383 Closed	0 $0
Q2 2018 Aug 08, 2018	BUY	$25.43 - $26.03 $798,069 - $816,899	31,383 New	31,383 $812,000

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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