Latest Institutional Transactions on Invesco California Amt Free Mu (PWZ)
This table provides information on the latest institutional transactions involving Invesco California Amt Free Mu (PWZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.03K- 1.34% |
$24.3K - $25.3K
|
75.2K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5KNew |
$463K - $483K
|
19.5K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
10.3KNew |
$244K - $255K
|
10.3K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
73.5K+ 99.67% |
$1.74M - $1.82M
|
147K
$3.46M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
128+ 0.52% |
$3.03K - $3.16K
|
24.9K
$586K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
317K+ 21.51% |
$7.52M - $7.85M
|
1.79M
$42.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-42.5K- 18.58% |
$1.01M - $1.05M
|
186K
$4.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.1K- 14.93% |
$287K - $300K
|
69K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.9K+ 29.82% |
$613K - $640K
|
113K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
183K+ 14.7% |
$4.33M - $4.52M
|
1.43M
$33.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
754New |
$17.9K - $18.6K
|
754
$17.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
27.4KNew |
$648K - $676K
|
27.4K
$643K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-158- 0.62% |
$3.74K - $3.91K
|
25.1K
$591K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.75K- 4.87% |
$136K - $142K
|
112K
$2.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
24.4KNew |
$578K - $604K
|
24.4K
$574K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.7K+ 2.94% |
$40.3K - $42K
|
59.4K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.58K+ 8.03% |
$203K - $212K
|
115K
$2.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-9.46K- 9.6% |
$224K - $234K
|
89.1K
$2.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
19.2K+ 31.62% |
$454K - $474K
|
79.8K
$1.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
41.7KNew |
$988K - $1.03M
|
41.7K
$982K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.82K- 50.0% |
$43.1K - $45K
|
1.82K
$42.8K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-100- 7.14% |
$2.37K - $2.47K
|
1.3K
$30.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
515+ 1.86% |
$12.2K - $12.7K
|
28.1K
$662K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-644- 1.05% |
$15.2K - $15.9K
|
60.6K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-28.7K- 50.75% |
$679K - $709K
|
27.8K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.03K+ 10.64% |
$119K - $124K
|
52.2K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
73+ 0.83% |
$1.73K - $1.8K
|
8.83K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
25.1KNew |
$593K - $619K
|
25.1K
$589K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-19.9K- 9.48% |
$471K - $491K
|
190K
$4.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
95.9K+ 3.96% |
$2.27M - $2.37M
|
2.52M
$59.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-288- 1.65% |
$6.82K - $7.12K
|
17.2K
$405K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-450K- 95.81% |
$10.7M - $11.1M
|
19.7K
$464K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-563- 2.66% |
$13.3K - $13.9K
|
20.6K
$484K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.46K+ 19.43% |
$129K - $135K
|
33.6K
$789K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-25.2K- 27.37% |
$597K - $623K
|
66.9K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
25+ 0.84% |
$592 - $618
|
2.99K
$70.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
40New |
$947 - $989
|
40
$941
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.5KNew |
$36.7K - $37.8K
|
1.5K
$35.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.49K+ 7.55% |
$36.4K - $37.6K
|
21.2K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.2K+ 6.19% |
$617K - $637K
|
432K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.25MNew |
$30.6M - $31.6M
|
1.25M
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.5K+ 21.44% |
$85.8K - $88.5K
|
19.8K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3KNew |
$276K - $284K
|
11.3K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.13K- 5.35% |
$126K - $129K
|
90.7K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
64.3K+ 5.51% |
$1.57M - $1.62M
|
1.23M
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.09MNew |
$26.7M - $27.5M
|
1.09M
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
20.6KNew |
$504K - $519K
|
20.6K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.3K+ 9.18% |
$1.16M - $1.19M
|
563K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.03K+ 31.83% |
$49.6K - $51.2K
|
8.4K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.3KNew |
$473K - $488K
|
19.3K
$455K
|
|