Latest Institutional Transactions on Invesco California Amt Free Mu (PWZ)
This table provides information on the latest institutional transactions involving Invesco California Amt Free Mu (PWZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.79K+ 6.7% |
$117K - $121K
|
76.3K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.96K- 4.87% |
$72.4K - $74.7K
|
57.7K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
56.5KNew |
$1.38M - $1.43M
|
56.5K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-8.3K- 13.39% |
$203K - $210K
|
53.7K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29.9K- 25.65% |
$733K - $756K
|
86.8K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.15KNew |
$200K - $206K
|
8.15K
$199K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.4K+ 215.87% |
$426K - $439K
|
25.4K
$622K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 5.2% |
$44.8K - $46.2K
|
33.3K
$815K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.99K+ 6.97% |
$97.7K - $101K
|
61.2K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.19K+ 111.88% |
$225K - $232K
|
17.4K
$426K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
99+ 0.57% |
$2.42K - $2.5K
|
17.5K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.89K+ 32.49% |
$169K - $174K
|
28.1K
$687K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.12K+ 9.37% |
$52K - $53.6K
|
24.8K
$606K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$253K - $261K
|
10.3K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
154K+ 6.79% |
$3.77M - $3.89M
|
2.42M
$59.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-14.2K- 6.33% |
$347K - $358K
|
210K
$5.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.98K+ 5.71% |
$122K - $126K
|
92.2K
$2.25M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
16.5K+ 153.93% |
$404K - $416K
|
27.2K
$665K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.3K- 3.78% |
$451K - $462K
|
466K
$11.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
500+ 1.95% |
$12.3K - $12.6K
|
26.1K
$639K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-120- 2.4% |
$2.96K - $3.03K
|
4.87K
$119K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.04K- 7.58% |
$198K - $203K
|
98K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.1KNew |
$397K - $407K
|
16.1K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
475+ 1.26% |
$11.7K - $12K
|
38.1K
$932K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3KNew |
$252K - $259K
|
10.3K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.41K+ 1.49% |
$34.7K - $35.5K
|
95.8K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-300- 4.5% |
$7.39K - $7.58K
|
6.37K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
145K+ 55.45% |
$3.58M - $3.67M
|
407K
$9.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.4K- 7.45% |
$34.5K - $35.4K
|
17.4K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
725+ 4.64% |
$17.9K - $18.3K
|
16.3K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62K- 66.63% |
$1.53M - $1.57M
|
31.1K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13K+ 1.71% |
$320K - $328K
|
773K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.4K+ 10.08% |
$2.15M - $2.21M
|
954K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-98.1K- 15.98% |
$2.42M - $2.48M
|
516K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
141K+ 13.81% |
$3.48M - $3.57M
|
1.17M
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-95- 2.66% |
$2.34K - $2.4K
|
3.48K
$85.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.2K+ 3.44% |
$227K - $232K
|
277K
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.54K+ 7.47% |
$37.9K - $38.9K
|
22.1K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-116K- 34.63% |
$2.86M - $2.93M
|
219K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$808K - $829K
|
32.8K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
400+ 2.47% |
$9.85K - $10.1K
|
16.6K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
18.9KNew |
$466K - $478K
|
18.9K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.42K- 6.36% |
$59.6K - $61.1K
|
35.6K
$871K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-54K- 3.46% |
$1.33M - $1.36M
|
1.5M
$36.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 17.8% |
$288K - $296K
|
54.1K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.73M- 99.87% |
$240M - $246M
|
13K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-28.4K- 53.13% |
$700K - $718K
|
25.1K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
536+ 1.58% |
$13.2K - $13.5K
|
34.5K
$844K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
7.59K+ 4.58% |
$187K - $192K
|
173K
$4.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1K+ 60.61% |
$24.6K - $25.3K
|
2.65K
$64.8K
|
|