Latest Institutional Transactions on Invesco California Amt Free Mu (PWZ)

PWZ Quotes by TradingView

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 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-4.16K
Closed
$99.1K - $108K
0 $0
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

SELL
 -
-567
Closed
$13.5K - $14.7K
0 $0
Jul 29, 2022 Q2 2022
Tria Gen Wealth Management LLC

SELL
 -
-17.8K
Closed
$423K - $460K
0 $0
Jul 27, 2022 Q2 2022
Flc Capital Advisors

SELL
 -
-11.6K
Closed
$276K - $300K
0 $0
Jul 19, 2022 Q2 2022
Capital Cs Group, LLC

BUY
 -
20K
New
$475K - $516K
20K $497K
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

SELL
 -
-10.2K
Closed
$244K - $265K
0 $0
Jul 07, 2022 Q2 2022
Boltwood Capital Management

BUY
 -
19.3K
New
$458K - $498K
19.3K $479K
Q1 2022
Aug 05, 2022 Q1 2022
January Capital Advisors LLC

BUY
 -
3.53K
+ 18.28%
$90.8K - $98.5K
22.8K $569K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-795
Closed
$20.4K - $22.2K
0 $0
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
1.43K
New
$36.8K - $39.9K
1.43K $35.6K
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-8.78K
Closed
$226K - $245K
0 $0
May 05, 2022 Q1 2022
Foresight Capital Management Advisors, Inc.

SELL
 -
-1.97K
Closed
$50.6K - $54.9K
0 $0
Apr 18, 2022 Q1 2022
Hbw Advisory Services LLC

SELL
 -
-7.99K
Closed
$206K - $223K
0 $0
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

SELL
 -
-6.78K
Closed
$174K - $189K
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Intellectus Partners, LLC

San Francisco, CA
SELL
 -
-14.7K
Closed
$404K - $410K
0 $0
Feb 01, 2022 Q4 2021
Eagle Global Advisors LLC

Houston, TX
SELL
 -
-7.5K
Closed
$207K - $210K
0 $0
Jan 28, 2022 Q4 2021
Paulson Wealth Management Inc.

SELL
 -
-8.62K
Closed
$238K - $241K
0 $0
Jan 28, 2022 Q4 2021
Wooster Corthell Wealth Management, Inc.

SELL
 -
-8.54K
Closed
$235K - $239K
0 $0
Q3 2021
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
180
+ 14.4%
$5K - $5.1K
1.43K $35.6K
Nov 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Oct 26, 2021 Q3 2021
Flputnam Investment Management CO

Portland, ME
SELL
 -
-11.6K
Closed
$322K - $329K
0 $0
Oct 26, 2021 Q3 2021
Alpha Cubed Investments, LLC

BUY
 -
17.8K
New
$494K - $504K
17.8K $443K
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
567
New
$15.7K - $16.1K
567 $14.1K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

SELL
 -
-362
Closed
$10K - $10.3K
0 $0
Q2 2021
Aug 11, 2021 Q2 2021
Black Rock Inc.

New York, NY
BUY
 -
6
New
$166 - $170
6 $149
Q1 2021
May 17, 2021 Q1 2021
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-8.78K
Closed
$241K - $248K
0 $0
May 14, 2021 Q1 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-1.27K
Closed
$34.7K - $35.8K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-188
Closed
$5.16K - $5.32K
0 $0
May 13, 2021 Q1 2021
Brown Brothers Harriman & CO

New York, NY
BUY
 -
3.4K
New
$93.3K - $96.2K
3.4K $84.6K
May 04, 2021 Q1 2021
Knuff & CO LLC

Foster City, CA
SELL
 -
-292
Closed
$8.01K - $8.26K
0 $0
Apr 20, 2021 Q1 2021
Gemmer Asset Management LLC

SELL
 -
-883
Closed
$24.2K - $25K
0 $0
Apr 20, 2021 Q1 2021
S.A. Mason LLC

SELL
 -
-3.25K
- 69.89%
$89.1K - $91.9K
1.4K $34.8K
Q4 2020
Feb 12, 2021 Q4 2020
J.W. Cole Advisors, Inc.

SELL
 -
-39K
Closed
$1.06M - $1.1M
0 $0
Feb 12, 2021 Q4 2020
Clear Creek Financial Management, LLC

SELL
 -
-23K
Closed
$627K - $645K
0 $0
Q3 2020
Nov 17, 2020 Q3 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
543
+ 10.86%
$14.8K - $15.3K
5.54K $138K
Oct 27, 2020 Q3 2020
Regis Management CO LLC

SELL
 -
-29.2K
- 22.64%
$796K - $820K
99.8K $2.48M
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
8.04K
New
$219K - $226K
8.04K $200K
Oct 13, 2020 Q3 2020
Signature Estate & Investment Advisors LLC

SELL
 -
-7.78K
Closed
$212K - $219K
0 $0
Oct 06, 2020 Q3 2020
Gradient Investments LLC

SELL
 -
-1K
Closed
$27.3K - $28.1K
0 $0
Q3 2019
Nov 13, 2019 Q3 2019
Elmwood Wealth Management, Inc.

SELL
 -
-222
Closed
$5.97K - $6.15K
0 $0
Nov 05, 2019 Q3 2019
Ae Wealth Management LLC

SELL
 -
-7.74K
Closed
$208K - $214K
0 $0
Q2 2019
Aug 08, 2019 Q2 2019
Sawtooth Solutions, LLC

SELL
 -
-7.7K
Closed
$202K - $207K
0 $0
Aug 07, 2019 Q2 2019
Pictet North America Advisors Sa

SELL
 -
-43.6K
Closed
$1.14M - $1.17M
0 $0
Aug 07, 2019 Q2 2019
Banque Pictet & Cie Sa

SELL
 -
-43.6K
Closed
$1.14M - $1.17M
0 $0
Q1 2019
May 10, 2019 Q1 2019
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-8.76K
Closed
$224K - $231K
0 $0
May 08, 2019 Q1 2019
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-430
Closed
$11K - $11.3K
0 $0
Q4 2018
Feb 14, 2019 Q4 2018
Two Sigma Securities, LLC

New York, NY
SELL
 -
-11K
Closed
$276K - $284K
0 $0
Feb 14, 2019 Q4 2018
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
301
New
$7.54K - $7.77K
301 $7.49K
Feb 14, 2019 Q4 2018
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-2.11K
- 78.38%
$52.9K - $54.4K
582 $14.5K

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