Institutional Ownership Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $363 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
71,472
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
68,971
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
62,000
shares
|
$1.54 Million
1.45% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
60,706
shares
|
$1.51 Million
0.69% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
58,520
shares
|
$1.45 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
58,137
shares
|
$1.45 Million
0.18% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
57,235
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
54,074
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
38,129
shares
|
$947,886
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
35,623
shares
|
$885,587
0.73% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
35,165
shares
|
$874,201
0.48% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
34,538
shares
|
$858,614
0.0% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
32,824
shares
|
$816,004
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,061
shares
|
$772,176
0.0% of portfolio
|
Q3 2024
Reduced 66.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
29,653
shares
|
$737,173
0.0% of portfolio
|
Q3 2024
Added 39.52%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
27,704
shares
|
$688,721
0.04% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
27,342
shares
|
$679,722
0.0% of portfolio
|
Q3 2024
Reduced 34.37%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
26,232
shares
|
$652,127
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
26,000
shares
|
$646,360
0.0% of portfolio
|
Q2 2023
Added 1.5%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
25,618
shares
|
$636,863
0.02% of portfolio
|
Q2 2024
Added 69.34%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
25,390
shares
|
$631,195
0.02% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
25,082
shares
|
$623,538
0.0% of portfolio
|
Q3 2024
Reduced 53.13%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
24,763
shares
|
$615,608
0.08% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
23,848
shares
|
$592,861
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
22,843
shares
|
$567,876
0.49% of portfolio
|
Q1 2022
Added 18.28%
|