Mercer Global Advisors Inc Invesco California Amt Free Mu Transaction History

Mercer Global Advisors Inc

$39.5 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$22.61 - $25.09 $5.49 Million - $6.1 Million	243,012 Added 124.0%	438,994 $11 Million
Q3 2023 Nov 13, 2023	BUY	$23.35 - $24.92 $4.58 Million - $4.88 Million	195,982 New	195,982 $4.6 Million
Q4 2022 Feb 08, 2023	BUY	$22.85 - $24.56 $49,173 - $52,853	2,152 Added 20.89%	12,452 $301,000
Q3 2022 Nov 15, 2022	BUY	$23.45 - $25.32 $23 - $25	1 Added 0.01%	10,300 $239,000
Q2 2022 Aug 10, 2022	SELL	$23.81 - $25.88 $14,047 - $15,269	-590 Reduced 5.42%	10,299 $250,000
Q1 2022 May 10, 2022	SELL	$25.72 - $27.89 $9,182 - $9,956	-357 Reduced 3.17%	10,889 $281,000
Q3 2021 Nov 10, 2021	BUY	$27.75 - $28.35 $312,076 - $318,824	11,246 New	11,246 $312,000

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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