Nwam LLC Invesco California Amt Free Mu Transaction History

Nwam LLC

$339 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$23.81 - $25.88 $99,097 - $107,712	-4,162 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$25.72 - $27.89 $107,046 - $116,078	4,162 New	4,162 $232,000

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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