Purchases and Sales Made in Q2 2024 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO CALIFORNIA AMT-FREE MU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-303- 0.79% |
$7.35K - $7.59K
|
38K
$937K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-313- 27.24% |
$7.59K - $7.84K
|
836
$20.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-498- 9.07% |
$12.1K - $12.5K
|
4.99K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-629- 1.82% |
$15.3K - $15.8K
|
34K
$837K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-867- 3.92% |
$21K - $21.7K
|
21.3K
$523K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-939- 0.12% |
$22.8K - $23.5K
|
760K
$18.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.44K- 8.59% |
$34.9K - $36K
|
15.3K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.39K- 11.29% |
$58K - $59.9K
|
18.8K
$463K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.7K- 5.29% |
$89.8K - $92.8K
|
66.3K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.71K- 1.17% |
$114K - $118K
|
396K
$9.76M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.78K- 22.74% |
$164K - $170K
|
23K
$567K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.7K- 52.13% |
$309K - $319K
|
11.7K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.2K- 59.66% |
$320K - $331K
|
8.92K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.9K- 15.22% |
$411K - $425K
|
94.4K
$2.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.6K- 12.85% |
$427K - $441K
|
119K
$2.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-19.2K- 25.09% |
$465K - $480K
|
57.2K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-78.8K- 8.34% |
$1.91M - $1.98M
|
867K
$21.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-455K- 62.93% |
$11M - $11.4M
|
268K
$6.59M
|