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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
8,432
shares
|
$209,872
0.15% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
8,400
shares
|
$209,076
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
8,214
shares
|
$204,446
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
8,113
shares
|
$201,932
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,100
shares
|
$201,609
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
8,054
shares
|
$200,464
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,368
shares
|
$158,499
0.0% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
4,871
shares
|
$121,239
0.01% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,865
shares
|
$121,089
0.0% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,482
shares
|
$86,666
0.0% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,100
shares
|
$77,159
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
2,944
shares
|
$73,276
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,650
shares
|
$65,958
0.0% of portfolio
|
Q3 2024
Added 60.61%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,055
shares
|
$51,148
0.0% of portfolio
|
Q1 2024
Reduced 64.6%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,430
shares
|
$35,592
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
1,430
shares
|
$35,592
0.0% of portfolio
|
Q3 2021
Added 14.4%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
1,400
shares
|
$34,846
0.02% of portfolio
|
Q1 2021
Reduced 69.89%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
836
shares
|
$20,808
0.01% of portfolio
|
Q2 2024
Reduced 27.24%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
370
shares
|
$9,209
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
339
shares
|
$8,437
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
301
shares
|
$7,491
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
287
shares
|
$7,143
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
7
shares
|
$174
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|