Purchases and Sales Made in Q3 2024 in Invesco California Amt Free Mu (PWZ)
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 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-203- 1.33% |
$5K - $5.13K
|
15.1K
$373K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-262- 1.48% |
$6.45K - $6.62K
|
17.4K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-300- 4.5% |
$7.39K - $7.58K
|
6.37K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.4K- 7.45% |
$34.5K - $35.4K
|
17.4K
$429K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2K- 17.09% |
$49.3K - $50.5K
|
9.7K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.42K- 6.36% |
$59.6K - $61.1K
|
35.6K
$880K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.61K- 2.19% |
$64.4K - $66K
|
117K
$2.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.91K- 11.37% |
$71.6K - $73.4K
|
22.7K
$560K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-4.2K- 6.34% |
$103K - $106K
|
62K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.83K- 10.51% |
$168K - $172K
|
58.1K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.66K- 6.84% |
$189K - $193K
|
104K
$2.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.04K- 7.58% |
$198K - $203K
|
98K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 17.8% |
$288K - $296K
|
54.1K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11.8K- 54.74% |
$292K - $299K
|
9.79K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.3K- 34.37% |
$353K - $362K
|
27.3K
$675K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.3K- 3.78% |
$451K - $462K
|
466K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.3K- 3.78% |
$451K - $462K
|
466K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-28.4K- 53.13% |
$700K - $718K
|
25.1K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-54K- 3.46% |
$1.33M - $1.36M
|
1.5M
$37.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62K- 66.63% |
$1.53M - $1.57M
|
31.1K
$767K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-98.1K- 15.98% |
$2.42M - $2.48M
|
516K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-116K- 34.63% |
$2.86M - $2.93M
|
219K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.73M- 99.87% |
$240M - $246M
|
13K
$322K
|