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 116 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
2,967
shares
|
$73,195
0.03% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,650
shares
|
$65,375
0.0% of portfolio
|
Q3 2024
Added 60.61%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,055
shares
|
$50,696
0.0% of portfolio
|
Q1 2024
Reduced 64.6%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,907
shares
|
$47,045
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,430
shares
|
$35,278
0.0% of portfolio
|
Q3 2021
Added 14.4%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,430
shares
|
$35,278
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,400
shares
|
$34,538
0.02% of portfolio
|
Q1 2021
Reduced 69.89%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
837
shares
|
$20,648
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
370
shares
|
$9,127
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
301
shares
|
$7,425
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
287
shares
|
$7,080
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
16
shares
|
$394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|