Latest Institutional Sells of Invesco California Amt Free Mu (PWZ)
This list provides information on the latest institutional transactions involving Invesco California Amt Free Mu (PWZ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-427K- 96.03% |
$9.7M - $10.3M
|
17.7K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-333K- 97.04% |
$7.56M - $8.05M
|
10.2K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-322K- 80.99% |
$7.3M - $7.77M
|
75.4K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-162K- 14.55% |
$3.68M - $3.92M
|
953K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-160K- 18.66% |
$3.64M - $3.88M
|
699K
$16.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-137K- 71.99% |
$3.1M - $3.3M
|
53.2K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-103K- 31.58% |
$2.34M - $2.49M
|
223K
$5.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-93K- 7.08% |
$2.11M - $2.25M
|
1.22M
$28.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-72.8K- 78.55% |
$1.65M - $1.76M
|
19.9K
$457K
|
|
|
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 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-62.5K- 19.25% |
$1.42M - $1.51M
|
262K
$6.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-51.5K- 27.65% |
$1.17M - $1.24M
|
135K
$3.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-51K- 67.73% |
$1.16M - $1.23M
|
24.3K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-33.3K- 3.84% |
$756K - $805K
|
834K
$19.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-24.6K- 71.64% |
$558K - $594K
|
9.72K
$223K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.5K- 3.67% |
$533K - $567K
|
616K
$14.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-17K- 21.35% |
$387K - $412K
|
62.8K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.7K- 22.15% |
$334K - $355K
|
51.7K
$1.19M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.6K- 33.76% |
$241K - $257K
|
20.9K
$480K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.85K- 39.18% |
$224K - $238K
|
15.3K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-9.36K- 45.59% |
$213K - $226K
|
11.2K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.58K- 40.61% |
$195K - $207K
|
12.5K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.53K- 45.6% |
$194K - $206K
|
10.2K
$234K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-7.64K- 8.58% |
$174K - $185K
|
81.4K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-7.58K- 38.47% |
$172K - $183K
|
12.1K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.43K- 29.33% |
$169K - $180K
|
17.9K
$412K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-6.89K- 35.77% |
$157K - $167K
|
12.4K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.45K- 23.82% |
$124K - $132K
|
17.4K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.87K- 9.32% |
$111K - $118K
|
47.4K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.68K- 20.33% |
$106K - $113K
|
18.4K
$422K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2K- 9.09% |
$45.4K - $48.4K
|
20K
$460K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.76K- 3.92% |
$40K - $42.6K
|
43.2K
$994K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-908- 3.32% |
$20.6K - $22K
|
26.4K
$608K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-665- 3.23% |
$15.1K - $16.1K
|
19.9K
$458K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-539- 5.24% |
$12.2K - $13K
|
9.75K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-285- 1.72% |
$6.47K - $6.89K
|
16.3K
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-157- 1.51% |
$3.57K - $3.8K
|
10.3K
$236K
|
|
| Q1 2025 | |||||||
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-28.7K- 50.75% |
$679K - $709K
|
27.8K
$640K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.6K- 4.9% |
$489K - $510K
|
400K
$9.21M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-17.5K- 43.06% |
$415K - $433K
|
23.2K
$532K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.1K- 14.93% |
$287K - $300K
|
69K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.02K- 3.16% |
$71.6K - $74.7K
|
92.7K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.82K- 50.0% |
$43.1K - $45K
|
1.82K
$41.9K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-563- 2.71% |
$13.3K - $13.9K
|
20.2K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-288- 1.65% |
$6.82K - $7.12K
|
17.2K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-180- 2.04% |
$4.26K - $4.45K
|
8.66K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-126- 2.59% |
$2.98K - $3.11K
|
4.75K
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-100- 7.14% |
$2.37K - $2.47K
|
1.3K
$29.9K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-850- 9.03% |
$20.8K - $21.5K
|
8.56K
$197K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2K- 17.09% |
$49.3K - $50.5K
|
9.7K
$223K
|
|