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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.4KNew |
$259K - $276K
|
11.4K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-93K- 7.08% |
$2.11M - $2.25M
|
1.22M
$29.7M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-162K- 14.55% |
$3.68M - $3.92M
|
953K
$23.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.19K+ 0.72% |
$95K - $101K
|
582K
$14.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 0.46% |
$341 - $363
|
3.24K
$78.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-51K- 67.73% |
$1.16M - $1.23M
|
24.3K
$590K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-157- 1.51% |
$3.57K - $3.8K
|
10.3K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
10.2KNew |
$233K - $248K
|
10.2K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
592New |
$13.4K - $14.3K
|
592
$14.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.85K- 39.18% |
$224K - $238K
|
15.3K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 1.89% |
$26.5K - $28.3K
|
63.2K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
423+ 0.99% |
$9.61K - $10.2K
|
43.1K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-62.5K- 19.25% |
$1.42M - $1.51M
|
262K
$6.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.68K- 20.33% |
$106K - $113K
|
18.4K
$446K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04K+ 5.3% |
$23.5K - $25K
|
20.6K
$500K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-285- 1.72% |
$6.47K - $6.89K
|
16.3K
$397K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-908- 3.32% |
$20.6K - $22K
|
26.4K
$643K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
139+ 0.56% |
$3.16K - $3.36K
|
25K
$609K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-69.8K- 60.5% |
$1.59M - $1.69M
|
45.6K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
18.3KNew |
$416K - $443K
|
18.3K
$445K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-51.5K- 27.65% |
$1.17M - $1.24M
|
135K
$3.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.76K- 3.92% |
$40K - $42.6K
|
43.2K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-427K- 96.03% |
$9.7M - $10.3M
|
17.7K
$430K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-6.89K- 35.77% |
$157K - $167K
|
12.4K
$301K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
5.33K+ 4.75% |
$121K - $129K
|
118K
$2.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.87K- 9.32% |
$111K - $118K
|
47.4K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.02M+ 3414.5% |
$114M - $121M
|
5.17M
$126M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
240K+ 16.82% |
$5.45M - $5.8M
|
1.67M
$40.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.3K+ 2.08% |
$848K - $903K
|
1.83M
$44.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
650+ 2.66% |
$14.8K - $15.7K
|
25.1K
$610K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.1K+ 5.57% |
$47.7K - $50.8K
|
39.8K
$968K
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
17.3KNew |
$393K - $419K
|
17.3K
$421K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
26+ 0.29% |
$590 - $629
|
8.86K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-7.64K- 8.58% |
$174K - $185K
|
81.4K
$1.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 162.03% |
$52.6K - $56K
|
3.75K
$91.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-9.36K- 45.59% |
$213K - $226K
|
11.2K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2K- 9.09% |
$45.4K - $48.4K
|
20K
$486K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.66KNew |
$205K - $214K
|
8.66K
$211K
|
|
|
Aug 25, 2025
Q1 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
600+ 1.63% |
$14.2K - $14.8K
|
37.5K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.02K- 3.16% |
$71.6K - $74.7K
|
92.7K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.9K+ 8.95% |
$68.6K - $71.6K
|
35.3K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$279K - $291K
|
11.8K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-126- 2.59% |
$2.98K - $3.11K
|
4.75K
$115K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.08K+ 27.41% |
$73K - $76.2K
|
14.3K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
73.6KNew |
$1.74M - $1.82M
|
73.6K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$23.7 - $24.7
|
1
$24.3
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
406New |
$9.61K - $10K
|
406
$9.87K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-563- 2.71% |
$13.3K - $13.9K
|
20.2K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.6K- 4.9% |
$489K - $510K
|
400K
$9.74M
|
|