Paulson Wealth Management Inc. Invesco California Amt Free Mu Transaction History

Paulson Wealth Management Inc.

$371 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$27.55 - $27.98 $237,536 - $241,243	-8,622 Closed	0 $0
Q2 2021 Jul 26, 2021	SELL	$27.71 - $28.3 $11,167 - $11,404	-403 Reduced 4.47%	8,622 $242,000
Q1 2021 Apr 30, 2021	SELL	$27.43 - $28.28 $74,033 - $76,327	-2,699 Reduced 23.02%	9,025 $253,000
Q4 2020 Feb 05, 2021	BUY	$27.31 - $28.08 $102,658 - $105,552	3,759 Added 47.19%	11,724 $328,000
Q3 2020 Oct 14, 2020	BUY	$27.27 - $28.09 $217,205 - $223,736	7,965 New	7,965 $220,000
Q1 2020 Apr 29, 2020	SELL	$24.58 - $28.35 $265,832 - $306,605	-10,815 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$26.89 - $27.69 $65,665 - $67,618	2,442 Added 29.17%	10,815 $296,000
Q2 2019 Jul 30, 2019	BUY	$26.2 - $26.94 $219,372 - $225,568	8,373 New	8,373 $226,000

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

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