Kwb Wealth Invesco California Amt Free Mu Transaction History

Kwb Wealth

$789 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	BUY	$23.11 - $25.32 $339,046 - $371,469	14,671 New	14,671 $340,000

Others Institutions Holding PWZ

# of Institutions

103

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Miracle Mile Advisors, LLC

2.42M
Shares

$59.6 Million
1.27% of portfolio
First Foundation Advisors Irvine, CA

1.5M
Shares

$36.9 Million
1.46% of portfolio
Stratos Wealth Partners, Ltd.

1.48M
Shares

$36.2 Million
0.53% of portfolio
Gerber Kawasaki Wealth & Investment Management

1.17M
Shares

$28.6 Million
1.35% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$25.7 Million
0.01% of portfolio

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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