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 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.68K- 20.33% |
$106K - $113K
|
18.4K
$422K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-51.5K- 27.65% |
$1.17M - $1.24M
|
135K
$3.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
18.3KNew |
$416K - $443K
|
18.3K
$421K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-69.8K- 60.5% |
$1.59M - $1.69M
|
45.6K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.24K+ 21.58% |
$164K - $175K
|
40.8K
$938K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.76K- 3.92% |
$40K - $42.6K
|
43.2K
$994K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-427K- 96.03% |
$9.7M - $10.3M
|
17.7K
$406K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.1K+ 67.72% |
$842K - $896K
|
91.8K
$2.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-6.89K- 35.77% |
$157K - $167K
|
12.4K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
5.33K+ 4.75% |
$121K - $129K
|
118K
$2.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
240K+ 16.82% |
$5.45M - $5.8M
|
1.67M
$38.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.02M+ 3414.5% |
$114M - $121M
|
5.17M
$119M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.87K- 9.32% |
$111K - $118K
|
47.4K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.3K+ 2.08% |
$848K - $903K
|
1.83M
$42.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
24KNew |
$545K - $580K
|
24K
$552K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
650+ 2.66% |
$14.8K - $15.7K
|
25.1K
$577K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-17K- 21.35% |
$387K - $412K
|
62.8K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
17.3KNew |
$393K - $419K
|
17.3K
$398K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.1K+ 5.57% |
$47.7K - $50.8K
|
39.8K
$915K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.71K+ 6.84% |
$175K - $186K
|
120K
$2.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
26+ 0.29% |
$590 - $629
|
8.86K
$204K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
48.9K+ 1.94% |
$1.11M - $1.18M
|
2.57M
$59.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
17.6K+ 26.34% |
$400K - $426K
|
84.6K
$1.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-7.64K- 8.58% |
$174K - $185K
|
81.4K
$1.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.2K+ 4.26% |
$27.2K - $29K
|
29.3K
$675K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 162.03% |
$52.6K - $56K
|
3.75K
$86.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
244K+ 402.7% |
$5.54M - $5.9M
|
305K
$7M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-665- 3.23% |
$15.1K - $16.1K
|
19.9K
$458K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
2.98K+ 5.02% |
$67.7K - $72.1K
|
62.4K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-7.58K- 38.47% |
$172K - $183K
|
12.1K
$279K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-9.36K- 45.59% |
$213K - $226K
|
11.2K
$257K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2K- 9.09% |
$45.4K - $48.4K
|
20K
$460K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-137K- 71.99% |
$3.1M - $3.3M
|
53.2K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 5.73% |
$48.5K - $51.6K
|
39.4K
$906K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 0.87% |
$590 - $629
|
3.02K
$69.4K
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-17.5K- 43.06% |
$415K - $433K
|
23.2K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.02K- 3.16% |
$71.6K - $74.7K
|
92.7K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$279K - $291K
|
11.8K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.9K+ 8.95% |
$68.6K - $71.6K
|
35.3K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-126- 2.59% |
$2.98K - $3.11K
|
4.75K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.08K+ 27.41% |
$73K - $76.2K
|
14.3K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
73.6KNew |
$1.74M - $1.82M
|
73.6K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$23.7 - $24.7
|
1
$23
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
406New |
$9.61K - $10K
|
406
$9.34K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-563- 2.71% |
$13.3K - $13.9K
|
20.2K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
125+ 3.05% |
$2.96K - $3.09K
|
4.23K
$97.2K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.6K- 4.9% |
$489K - $510K
|
400K
$9.21M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
34.3KNew |
$811K - $847K
|
34.3K
$788K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.12% |
$23.7 - $24.7
|
838
$19.3K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-180- 2.04% |
$4.26K - $4.45K
|
8.66K
$199K
|
|