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Get Institutions for : 
Invesco California Amtfree Municipal Bond ETF (PWZ)  
$24.94 0.03 (0.12%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    6
Total shares held : 
23,769,339  
% of shares held : 
26.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
1,531,307  
% of shares held change : 
  1.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$25.01  
Last Quarter's Ending Price : 
$24.87  
Last Quarter's Average Price
$25.00  
Change from last quarter's     
avg. price to the last closing  : 
0.06 (0.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 906,393
 3.81%
 
Increased Positions :
28
 5,366,060
 22.58%
 
Unchanged Positions :
20
 254,266
 1.07%
 
Decreased Positions :
25
-4,679,385
-19.69%
 
Closed Positions :
7
-61,761
-0.26%
 
Guru Positions :
1
26,000
 0.11%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Williams & Novak LLC 25 - 2024-03-31 47,800 $1,194,000 0
   DIMENSION CAPITAL MANAGEMENT PARTNERS 55 - 2024-03-31 26,232 $652,000 0
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 743 - 2024-03-31 26,000 $647,000 0
   H D Vest Advisory Services 1143 - 2024-03-31 16,217 $403,000 0
   WADDELL & ASSOCIATES LLC 95 - 2024-03-31 14,125 $351,000 0
   ROYAL BANK OF CANADA 3737 - 2024-03-31 13,267 $330,000 0
   Laurel Wealth Planning LLC 50 - 2024-03-31 10,224 $254,000 0
   CI Private Wealth LLC 1997 - 2024-03-31 9,729 $242,000 0
   MYECFO LLC 55 - 2024-03-31 8,400 $209,000 0
   Streettalk Advisors LLC 421 - 2024-03-31 8,113 $202,000 0
   ZRC WEALTH MANAGEMENT LLC 191 - 2024-03-31 2,927 $73,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 717 - 2024-03-31 1,430 $36,000 0
   BARTLETT & CO. LLC 742 - 2023-12-31 1,430 $36,000 0
   S.A. Mason LLC 267 - 2024-03-31 1,400 $35,000 0
   CITIGROUP INC 4023 - 2024-03-31 1,000 $25,000 0
   Householder Group Estate & Retirement Specialist L 709 - 2024-03-31 665 $17,000 0
   SRS Capital Advisors Inc. 818 - 2024-03-31 339 $8,000 0
   IFP Advisors Inc 2260 - 2023-12-31 287 $7,000 0
   TOWER RESEARCH CAPITAL LLC 4328 - 2024-03-31 301 $7,000 0
   PROEQUITIES INC. 4344 - 2024-03-31 0 $0 0
   Smartleaf Asset Management LLC 1713 - 2024-03-31 1 $0 0

  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results