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

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 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

100

Shares Held

14.6M

Call Options Held

Put Options Held

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

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

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