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

Plante Moran Financial Advisors, LLC

$927 Million
Q1 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

90

Shares Held

22.3M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

9.5M
Shares

$235 Million
0.32% of portfolio
First Foundation Advisors Irvine, CA

1.68M
Shares

$41.5 Million
1.72% of portfolio
Miracle Mile Advisors, LLC

1.59M
Shares

$39.3 Million
1.02% of portfolio
Stratos Wealth Partners, Ltd.

1.38M
Shares

$34 Million
0.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

969K
Shares

$23.9 Million
1.31% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

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