Invesco California Amt Free Mu PWZ
Institutional shares held
23.2 Million
44.5K
calls
18.6K
puts
Total value of holdings
$563M
$1.08M
calls
$452K
puts
# of Institutions
123
We take great care to ensure that the data presented and summarized in this overview for INVESCO CALIFORNIA AMT-FREE MU is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding PWZ
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Wealthfront Advisers LLC5.17MShares$126 Million0.32% of portfolio
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Stratos Wealth Partners, Ltd.1.83MShares$44.5 Million0.6% of portfolio
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Mercer Global Advisors Inc Denver, CO1.67MShares$40.5 Million0.08% of portfolio
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Envestnet Asset Management Inc1.67MShares$40.5 Million0.01% of portfolio
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Miracle Mile Advisors, LLC1.37MShares$33.4 Million0.54% of portfolio
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Syon Capital LLC San Francisco, CA1.35MShares$32.9 Million2.08% of portfolio
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Gerber Kawasaki Wealth & Investment Management1.22MShares$29.7 Million1.11% of portfolio
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First Foundation Advisors Irvine, CA953KShares$23.2 Million0.85% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA834KShares$20.3 Million0.13% of portfolio
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Bank Of America Corp Charlotte, NC699KShares$17 Million0.0% of portfolio