Signature Estate & Investment Advisors LLC Invesco California Amt Free Mu Transaction History

Signature Estate & Investment Advisors LLC

$3.53 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 13, 2020	SELL	$27.27 - $28.09 $212,133 - $218,512	-7,779 Closed	0 $0
Q2 2020 Jul 21, 2020	BUY	$25.52 - $27.41 $198,520 - $213,222	7,779 New	7,779 $212,000

Others Institutions Holding PWZ

# of Institutions

Shares Held

22.9M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

9.5M
Shares

$236 Million
0.32% of portfolio
Miracle Mile Advisors, LLC

2.11M
Shares

$52.4 Million
1.3% of portfolio
First Foundation Advisors Irvine, CA

1.68M
Shares

$41.7 Million
1.72% of portfolio
Stratos Wealth Partners, Ltd.

1.38M
Shares

$34.3 Million
0.56% of portfolio
Gerber Kawasaki Wealth & Investment Management

969K
Shares

$24 Million
1.31% of portfolio

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

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