Invesco California Amt Free Mu PWZ

PWZ Quotes by TradingView
Institutional shares held 19.7 Million
21.7K calls
13.3K puts
Total value of holdings $460M
$507K calls
$311K puts
# of Institutions 118

Quarterly Institutional Activity in PWZ

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Shares Sold
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Top Institutions Holding PWZ

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Latest Institutional Activity in PWZ

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 1.43M ($33.4M)
183K Shares purchased
14.7% Added
Q1 2025
Miracle Mile Advisors, LLC Shares Held: 2.52M ($59M)
95.9K Shares purchased
3.96% Added
Q1 2025
Amara Financial, Llc. Shares Held: 41.7K ($976K)
41.7K Shares purchased
New Holding
Q1 2025
Brighton Jones LLC Shares Held: 25.1K ($586K)
25.1K Shares purchased
New Holding
Q1 2025
Elmwood Wealth Management, Inc. Shares Held: 24.4K ($571K)
24.4K Shares purchased
New Holding
View All Buyers

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 19.7K ($461K)
450K Shares sold
95.81% Reduced
Q1 2025
Verus Wealth Management, LLC Shares Held: 27.8K ($651K)
28.7K Shares sold
50.75% Reduced
Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 66.9K ($1.57M)
25.2K Shares sold
27.37% Reduced
Q1 2025
Affinity Capital Advisors, LLC Shares Held: 190K ($4.44M)
19.9K Shares sold
9.48% Reduced
Q1 2025
Impact Investors, Inc Shares Held: 89.1K ($2.08M)
9.46K Shares sold
9.6% Reduced
View All Sellers

About PWZ

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PWZ Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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