Strategic Financial Concepts, LLC Invesco California Amt Free Mu Transaction History

Strategic Financial Concepts, LLC

$533 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$24.26 - $25.06 $1.78 Million - $1.83 Million	73,206 New	73,206 $2.94 Million

Others Institutions Holding PWZ

# of Institutions

124

Shares Held

20.2M

Call Options Held

12.9K

Put Options Held

0

Miracle Mile Advisors, LLC

2.57M
Shares

$58.5 Million
1.06% of portfolio
Stratos Wealth Partners, Ltd.

1.79M
Shares

$40.8 Million
0.68% of portfolio
Mercer Global Advisors Inc Denver, CO

1.44M
Shares

$32.8 Million
0.08% of portfolio
Envestnet Asset Management Inc

1.43M
Shares

$32.5 Million
0.01% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.31M
Shares

$29.9 Million
1.42% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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