Purchases and Sales Made in Q3 2024 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 2024. 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
Oct 07, 2024 Q3 2024
Affinity Capital Advisors, LLC

BUY
 -
224K
New
$5.51M - $5.65M
224K $5.49M
Nov 06, 2024 Q3 2024
Envestnet Asset Management Inc

BUY
 -
214K
+ 25.61%
$5.26M - $5.4M
1.05M $25.7M
Oct 07, 2024 Q3 2024
Miracle Mile Advisors, LLC

BUY
 -
157K
+ 7.4%
$3.85M - $3.95M
2.27M $55.7M
Nov 14, 2024 Q3 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
145K
+ 55.45%
$3.58M - $3.67M
407K $9.98M
Nov 13, 2024 Q3 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
141K
+ 13.81%
$3.48M - $3.57M
1.17M $28.6M
Nov 08, 2024 Q3 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
113K
+ 28.57%
$2.79M - $2.86M
510K $12.5M
Nov 14, 2024 Q3 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
87.4K
+ 10.08%
$2.15M - $2.21M
954K $23.4M
Nov 13, 2024 Q3 2024
Guggenheim Capital LLC

Chicago, IL
BUY
 -
32.8K
New
$808K - $829K
32.8K $805K
Oct 17, 2024 Q3 2024
Stratos Wealth Partners, Ltd.

BUY
 -
28.1K
+ 2.03%
$693K - $711K
1.41M $34.6M
Nov 12, 2024 Q3 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
23.8K
New
$587K - $602K
23.8K $585K
Nov 13, 2024 Q3 2024
Townsquare Capital LLC

BUY
 -
18.9K
New
$466K - $478K
18.9K $464K
Nov 14, 2024 Q3 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
16.1K
New
$397K - $407K
16.1K $395K
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
13K
+ 1.71%
$320K - $328K
773K $19M
Oct 04, 2024 Q3 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
10.7K
New
$264K - $270K
10.7K $262K
Oct 04, 2024 Q3 2024
Mc Naughton Wealth Management, LLC

BUY
 -
10.3K
+ 13.36%
$253K - $259K
87.2K $2.14M
Nov 14, 2024 Q3 2024
Steward Partners Investment Advisory, LLC

BUY
 -
10.3K
New
$252K - $259K
10.3K $251K
Nov 13, 2024 Q3 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
9.2K
+ 3.44%
$227K - $232K
277K $6.79M
Oct 28, 2024 Q3 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
8.4K
+ 39.52%
$207K - $212K
29.7K $727K
Oct 30, 2024 Q3 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8.21K
New
$202K - $207K
8.21K $201K
Oct 08, 2024 Q3 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
8.05K
New
$198K - $203K
8.05K $197K
Nov 12, 2024 Q3 2024
First American Trust, Fsb

BUY
 -
7.59K
+ 4.58%
$187K - $192K
173K $4.25M
Oct 21, 2024 Q3 2024
Sweeney & Michel, LLC

Chico, CA
BUY
 -
4K
+ 22.22%
$98.5K - $101K
22K $539K
Oct 23, 2024 Q3 2024
Allworth Financial LP

BUY
 -
3.15K
+ 1.47%
$77.6K - $79.5K
217K $5.32M
Oct 22, 2024 Q3 2024
Hennion & Walsh Asset Management, Inc.

BUY
 -
3.14K
+ 17.35%
$77.2K - $79.2K
21.2K $520K
Oct 24, 2024 Q3 2024
Bristlecone Advisors, LLC

BUY
 -
3.1K
New
$76.4K - $78.3K
3.1K $76K
Nov 13, 2024 Q3 2024
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
1.54K
+ 7.47%
$37.9K - $38.9K
22.1K $542K
Nov 14, 2024 Q3 2024
Ubs Group Ag

BUY
 -
1.41K
+ 1.49%
$34.7K - $35.5K
95.8K $2.35M
Nov 12, 2024 Q3 2024
Larson Financial Group LLC

BUY
 -
1K
+ 60.61%
$24.6K - $25.3K
2.65K $65K
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
823
+ 20.36%
$20.3K - $20.8K
4.87K $119K
Nov 14, 2024 Q3 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
725
+ 4.64%
$17.9K - $18.3K
16.3K $400K
Nov 12, 2024 Q3 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
672
+ 0.95%
$16.6K - $17K
71.5K $1.75M
Oct 31, 2024 Q3 2024
Keybank National Association

BUY
 -
635
+ 0.58%
$15.6K - $16K
110K $2.69M
Nov 12, 2024 Q3 2024
Wealthfront Advisers LLC

BUY
 -
536
+ 1.58%
$13.2K - $13.5K
34.5K $847K
Oct 24, 2024 Q3 2024
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
532
+ 2.2%
$13.1K - $13.4K
24.8K $607K
Oct 22, 2024 Q3 2024
Simpli Fi, Inc.

BUY
 -
519
+ 0.86%
$12.8K - $13.1K
60.7K $1.49M
Nov 25, 2024 Q3 2024
Destination Wealth Management

BUY
 -
500
+ 1.95%
$12.3K - $12.6K
26.1K $640K
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
500
+ 2.42%
$12.3K - $12.6K
21.1K $518K
Nov 14, 2024 Q3 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
475
+ 1.26%
$11.7K - $12K
38.1K $935K
Nov 13, 2024 Q3 2024
Avantax Advisory Services, Inc.

BUY
 -
400
+ 2.47%
$9.85K - $10.1K
16.6K $407K
Oct 18, 2024 Q3 2024
Heritage Wealth Management, Inc. /Ca/

San Diego, Ca, CA
BUY
 -
160
+ 1.93%
$3.94K - $4.04K
8.43K $207K
Nov 07, 2024 Q3 2024
Prospera Financial Services Inc

BUY
 -
132
+ 0.19%
$3.25K - $3.33K
69K $1.69M
Oct 04, 2024 Q3 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
17
+ 0.58%
$419 - $429
2.94K $72.2K
Oct 29, 2024 Q3 2024
Pure Financial Advisors, LLC

BUY
 -
12
+ 0.02%
$296 - $303
57.2K $1.4M
Oct 24, 2024 Q3 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
1
+ 0.0%
$24.6 - $25.3
27.7K $679K
Oct 10, 2024 Q3 2024
Focus Wealth Advisors, LLC

BUY
 -
1
+ 0.0%
$24.6 - $25.3
35.2K $862K
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 31, 2024 Q3 2024
Mission Wealth Management, LP

SELL
 -
-4
- 0.02%
$98.5 - $101
21.2K $520K
Nov 13, 2024 Q3 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-95
- 2.66%
$2.34K - $2.4K
3.48K $85.3K
Nov 15, 2024 Q3 2024
Main Management LLC

San Francisco, CA
SELL
 -
-120
- 2.4%
$2.96K - $3.03K
4.87K $119K

Track Institutional and Insider Activities on PWZ

Follow INVESCO CALIFORNIA AMT-FREE MU and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PWZ shares.

Notify only if

Insider Trading

Get notified when an Invesco California Amt Free Mu insider buys or sells PWZ shares.

Notify only if

News

Receive news related to INVESCO CALIFORNIA AMT-FREE MU

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on PWZ