Carmel Capital Partners, LLC Invesco California Amt Free Mu Transaction History

Carmel Capital Partners, LLC

$227 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	BUY	$24.04 - $25.03 $14,183 - $14,767	590 New	590 $14,000

Others Institutions Holding PWZ

# of Institutions

99

Shares Held

24M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

9.74M
Shares

$241 Million
0.05% of portfolio
Miracle Mile Advisors, LLC

2.27M
Shares

$56.1 Million
1.37% of portfolio
First Foundation Advisors Irvine, CA

1.56M
Shares

$38.5 Million
1.5% of portfolio
Stratos Wealth Partners, Ltd.

1.41M
Shares

$34.9 Million
0.52% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.02M
Shares

$25.3 Million
1.28% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

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