Hbw Advisory Services LLC Invesco California Amt Free Mu Transaction History

Hbw Advisory Services LLC

$622 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$25.72 - $27.89 $205,502 - $222,841	-7,990 Closed	0 $0
Q4 2021 Jan 11, 2022	BUY	$27.55 - $27.98 $881 - $895	32 Added 0.4%	7,990 $223,000
Q3 2021 Oct 08, 2021	SELL	$27.75 - $28.35 $1,193 - $1,219	-43 Reduced 0.54%	7,958 $221,000
Q2 2021 Jul 15, 2021	SELL	$27.71 - $28.3 $95,821 - $97,861	-3,458 Reduced 30.18%	8,001 $225,000
Q1 2021 Apr 13, 2021	BUY	$27.43 - $28.28 $21,614 - $22,284	788 Added 7.38%	11,459 $317,000
Q4 2020 Jan 12, 2021	BUY	$27.31 - $28.08 $464 - $477	17 Added 0.16%	10,671 $299,000
Q3 2020 Oct 14, 2020	BUY	$27.27 - $28.09 $8,235 - $8,483	302 Added 2.92%	10,654 $294,000
Q2 2020 Jul 08, 2020	BUY	$25.52 - $27.41 $264,183 - $283,748	10,352 New	10,352 $283,000
Q1 2020 Apr 30, 2020	SELL	$24.58 - $28.35 $186,537 - $215,148	-7,589 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$27.1 - $27.57 $205,661 - $209,228	7,589 New	7,589 $209,000

Others Institutions Holding PWZ

# of Institutions

100

Shares Held

14.6M

Call Options Held

0

Put Options Held

0

Miracle Mile Advisors, LLC

2.27M
Shares

$55.9 Million
1.37% of portfolio
First Foundation Advisors Irvine, CA

1.5M
Shares

$37.1 Million
1.46% of portfolio
Stratos Wealth Partners, Ltd.

1.41M
Shares

$34.8 Million
0.52% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.17M
Shares

$28.7 Million
1.35% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$25.8 Million
0.01% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.