Plante Moran Financial Advisors, LLC Invesco California Amt Free Mu Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 08, 2021	SELL	$27.75 - $28.35 $0 - $0	0 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$27.71 - $28.3 $0 - $0	0 New	0 $0

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

$57.1 Million
1.37% of portfolio
First Foundation Advisors Irvine, CA

1.5M
Shares

$37.8 Million
1.46% of portfolio
Stratos Wealth Partners, Ltd.

1.41M
Shares

$35.5 Million
0.52% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.17M
Shares

$29.3 Million
1.35% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$26.4 Million
0.01% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

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