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PWZ-Symbol

Invesco California AMT-Free Municipal Bond ETF
PWZ

Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
157 Mio. $ +8,4 Mio. $ +298.742 +6 %
Morgan Stanley
2
Morgan Stanley
New York
12,4 Mio. $ +1,76 Mio. $ +62.507 +16 %
Bank of America
3
Bank of America
North Carolina
12,4 Mio. $ +402.160 $ +14.301 +3 %
Brio Consultants
4
Brio Consultants
California
12,1 Mio. $ +1,41 Mio. $ +50.210 +13 %
Miracle Mile Advisors
5
Miracle Mile Advisors
California
8,12 Mio. $ +1,8 Mio. $ +63.904 +28 %
Gerber Kawasaki Wealth & Investment Management
6
Gerber Kawasaki Wealth & Investment Management
California
6,99 Mio. $ +7,09 Mio. $ +251.948 Neu
Ameriprise
7
Ameriprise
Minnesota
6,69 Mio. $ -339.900 $ -12.087 -5 %
LPL Financial
8
LPL Financial
California
5,97 Mio. $ +425.894 $ +15.145 +8 %
Wells Fargo
9
Wells Fargo
California
4,35 Mio. $ +381.294 $ +13.559 +9 %
Fidelity Investments
10
Fidelity Investments
Massachusetts
4,19 Mio. $ -67.350 $ -2.395 -2 %
SteelPeak Wealth
11
SteelPeak Wealth
California
3,22 Mio. $ +84.504 $ +3.005 +3 %
First American Trust
12
First American Trust
California
3,12 Mio. $ +1,88 Mio. $ +66.795 +147 %
UBS Group
13
UBS Group
Switzerland
2,96 Mio. $ -115.212 $ -4.097 -4 %
Summit Wealth & Retirement Planning
14
Summit Wealth & Retirement Planning
California
2,89 Mio. $ +38.132 $ +1.356 +1 %
Regis Management Company
15
Regis Management Company
California
2,77 Mio. $ – – –
KeyBank National Association
16
KeyBank National Association
Ohio
1,91 Mio. $ +294.737 $ +10.481 +18 %
B. Riley Wealth Advisors
17
B. Riley Wealth Advisors
Florida
1,89 Mio. $ +1,92 Mio. $ +68.119 Neu
Brinker Capital Investments
18
Brinker Capital Investments
Pennsylvania
1,34 Mio. $ – – –
Running Point Capital Advisors
19
Running Point Capital Advisors
California
1,26 Mio. $ -19.685 $ -700 -2 %
Osaic Holdings
20
Osaic Holdings
Arizona
1,08 Mio. $ -32.620 $ -1.160 -3 %
Apriem Advisors
21
Apriem Advisors
California
853.000 $ +106.860 $ +3.800 +14 %
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
781.000 $ +40.466 $ +1.439 +5 %
Lincoln National Corp
23
Lincoln National Corp
Pennsylvania
672.000 $ +4.078 $ +145 +0,6 %
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
592.000 $ -29.049 $ -1.033 -5 %
Private Advisor Group
25
Private Advisor Group
New Jersey
568.000 $ +287.876 $ +10.237 +100 %
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