One Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History

One Wealth Advisors, LLC

$639 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$27.43 - $28.28 $240,807 - $248,270	-8,779 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$27.31 - $28.08 $239,754 - $246,514	8,779 New	8,779 $246,000

Others Institutions Holding PWZ

# of Institutions

100

Shares Held

14.6M

Call Options Held

0

Put Options Held

0

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

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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