Purchases and Sales Made in Q3 2023 in Invesco California Amt Free Mu (PWZ)

PWZ Quotes by TradingView

This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO CALIFORNIA AMT-FREE MU.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 08, 2023 Q3 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
4.65M
+ 51.44%
$109M - $116M
13.7M $340M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
691K
+ 3577.87%
$16.1M - $17.2M
710K $17.7M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
540K
+ 20304.51%
$12.6M - $13.4M
542K $13.5M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
521K
+ 80.11%
$12.2M - $13M
1.17M $29.1M
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
199K
+ 35.31%
$4.66M - $4.97M
764K $19M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
196K
New
$4.58M - $4.88M
196K $4.88M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
181K
+ 1047.11%
$4.23M - $4.51M
198K $4.94M
Oct 10, 2023 Q3 2023
Affinity Capital Advisors, LLC

BUY
 -
97.9K
+ 179.34%
$2.29M - $2.44M
153K $3.79M
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
74.9K
+ 83.85%
$1.75M - $1.87M
164K $4.08M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
70.5K
+ 31.57%
$1.65M - $1.76M
294K $7.31M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
50.5K
+ 82.0%
$1.18M - $1.26M
112K $2.79M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
30.1K
New
$702K - $750K
30.1K $749K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
28.8K
New
$672K - $717K
28.8K $716K
Oct 18, 2023 Q3 2023
Warren Street Wealth Advisors, LLC

BUY
 -
26.4K
New
$618K - $659K
26.4K $658K
Nov 14, 2023 Q3 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
26.2K
New
$613K - $654K
26.2K $653K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
23.7K
New
$554K - $592K
23.7K $591K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
23.7K
+ 225.59%
$554K - $591K
34.2K $852K
Oct 25, 2023 Q3 2023
Boyd Wealth Management, LLC

BUY
 -
21.2K
+ 9.56%
$494K - $527K
243K $6.04M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
11.9K
New
$279K - $298K
11.9K $297K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
11.3K
+ 14.54%
$263K - $281K
88.8K $2.21M
Nov 14, 2023 Q3 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
10.6K
New
$247K - $264K
10.6K $263K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
10.3K
New
$240K - $257K
10.3K $256K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
9.03K
+ 3.52%
$211K - $225K
266K $6.62M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.71K
New
$133K - $142K
5.71K $142K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.55K
+ 62.58%
$130K - $138K
14.4K $359K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
5.45K
New
$127K - $136K
5.45K $136K
Oct 31, 2023 Q3 2023
First American Trust, Fsb

BUY
 -
4.08K
+ 2.78%
$95.2K - $102K
151K $3.76M
Nov 08, 2023 Q3 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
3.95K
+ 19.68%
$92.3K - $98.5K
24K $598K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
3.71K
+ 1.95%
$86.6K - $92.4K
194K $4.82M
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
3.12K
+ 6.99%
$72.7K - $77.6K
47.7K $1.19M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
2.4K
+ 3.53%
$56.1K - $59.9K
70.6K $1.76M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
2.16K
+ 11.46%
$50.5K - $53.9K
21.1K $524K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.93K
+ 9.46%
$45K - $48K
22.3K $555K
Nov 09, 2023 Q3 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
1K
+ 6.25%
$23.4K - $24.9K
17K $423K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
771
+ 5.79%
$18K - $19.2K
14.1K $351K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
665
New
$15.5K - $16.6K
665 $16.5K
Oct 10, 2023 Q3 2023
Simpli Fi, Inc.

BUY
 -
477
+ 0.74%
$11.1K - $11.9K
65K $1.62M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
287
New
$6.7K - $7.15K
287 $7.14K
Oct 10, 2023 Q3 2023
Omega Financial Group, LLC

BUY
 -
287
+ 0.74%
$6.7K - $7.15K
39.2K $974K
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
126
+ 0.73%
$2.94K - $3.14K
17.3K $431K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
106
New
$2.48K - $2.64K
106 $2.64K
Oct 13, 2023 Q3 2023
Cypress Wealth Services, LLC

BUY
 -
63
+ 0.73%
$1.47K - $1.57K
8.66K $215K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
32
+ 0.33%
$747 - $797
9.63K $240K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
17
+ 0.14%
$397 - $424
12.1K $301K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-104
- 0.69%
$2.43K - $2.59K
14.9K $372K
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-391
- 1.48%
$9.13K - $9.74K
26K $647K
Nov 13, 2023 Q3 2023
Main Management LLC

San Francisco, CA
SELL
 -
-1.04K
- 14.79%
$24.3K - $25.9K
6K $149K

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