Wealthspire Advisors, LLC Invesco California Amt Free Mu Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 08, 2019	SELL	$25.62 - $26.39 $11,016 - $11,347	-430 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$25.05 - $25.8 $10,771 - $11,094	430 New	430 $11,000

Others Institutions Holding PWZ

# of Institutions

129

Shares Held

20.5M

Call Options Held

12.9K

Put Options Held

0

Miracle Mile Advisors, LLC

2.52M
Shares

$59.3 Million
1.26% of portfolio
Stratos Wealth Partners, Ltd.

1.79M
Shares

$42.2 Million
0.68% of portfolio
Mercer Global Advisors Inc Denver, CO

1.44M
Shares

$33.9 Million
0.08% of portfolio
Envestnet Asset Management Inc

1.43M
Shares

$33.6 Million
0.01% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.31M
Shares

$30.9 Million
1.42% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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