Summit Wealth & Retirement Planning, Inc. Invesco California Amt Free Mu Transaction History

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$23.11 - $25.32 $321,067 - $351,770	-13,893 Reduced 17.88%	63,819 $1.48 Million
Q2 2022 Aug 02, 2022	SELL	$23.81 - $25.88 $145,645 - $158,307	-6,117 Reduced 7.3%	77,712 $1.89 Million
Q1 2022 May 12, 2022	SELL	$25.72 - $27.89 $196,835 - $213,442	-7,653 Reduced 8.37%	83,829 $2.16 Million
Q4 2021 Feb 03, 2022	SELL	$27.55 - $27.98 $351,675 - $357,164	-12,765 Reduced 12.24%	91,482 $2.55 Million
Q3 2021 Nov 12, 2021	BUY	$27.75 - $28.35 $37,629 - $38,442	1,356 Added 1.32%	104,247 $2.89 Million
Q2 2021 Aug 13, 2021	SELL	$27.71 - $28.3 $61,460 - $62,769	-2,218 Reduced 2.11%	102,891 $2.89 Million
Q1 2021 May 10, 2021	BUY	$27.43 - $28.28 $6,199 - $6,391	226 Added 0.22%	105,109 $2.91 Million
Q4 2020 Feb 09, 2021	BUY	$27.31 - $28.08 $235,712 - $242,358	8,631 Added 8.97%	104,883 $2.94 Million
Q3 2020 Nov 10, 2020	BUY	$27.27 - $28.09 $609,539 - $627,867	22,352 Added 30.25%	96,252 $2.66 Million
Q2 2020 Aug 13, 2020	SELL	$25.52 - $27.41 $12,581 - $13,513	-493 Reduced 0.66%	73,900 $2.02 Million
Q1 2020 May 11, 2020	SELL	$24.58 - $28.35 $115,255 - $132,933	-4,689 Reduced 5.93%	74,393 $2.01 Million
Q4 2019 Feb 10, 2020	SELL	$27.1 - $27.57 $130,622 - $132,887	-4,820 Reduced 5.74%	79,082 $2.16 Million
Q3 2019 Nov 12, 2019	SELL	$26.89 - $27.69 $138,375 - $142,492	-5,146 Reduced 5.78%	83,902 $2.3 Million
Q2 2019 Aug 06, 2019	SELL	$26.2 - $26.94 $84,704 - $87,097	-3,233 Reduced 3.5%	89,048 $2.39 Million
Q1 2019 May 08, 2019	BUY	$25.62 - $26.39 $2.36 Million - $2.44 Million	92,281 New	92,281 $2.43 Million

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

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