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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
177 Mio. $ +19,3 Mio. $ +695.138 +12 %
Brio Consultants
2
Brio Consultants
California
13,3 Mio. $ +1,11 Mio. $ +40.014 +9 %
Bank of America
3
Bank of America
North Carolina
12,9 Mio. $ +477.391 $ +17.168 +4 %
Morgan Stanley
4
Morgan Stanley
New York
12,3 Mio. $ -187.669 $ -6.749 -2 %
Jane Street
5
Jane Street
New York
7,15 Mio. $ +7,13 Mio. $ +256.235 Neu
Gerber Kawasaki Wealth & Investment Management
6
Gerber Kawasaki Wealth & Investment Management
California
6,84 Mio. $ -191.118 $ -6.873 -3 %
LPL Financial
7
LPL Financial
California
5,86 Mio. $ -138.256 $ -4.972 -2 %
Ameriprise
8
Ameriprise
Minnesota
5,17 Mio. $ -1,55 Mio. $ -55.824 -23 %
Wells Fargo
9
Wells Fargo
California
4,57 Mio. $ +198.542 $ +7.140 +5 %
Fidelity Investments
10
Fidelity Investments
Massachusetts
4,28 Mio. $ +66.264 $ +2.383 +2 %
SteelPeak Wealth
11
SteelPeak Wealth
California
4 Mio. $ +763.413 $ +27.454 +24 %
B. Riley Wealth Advisors
12
B. Riley Wealth Advisors
Florida
3,63 Mio. $ +1,73 Mio. $ +62.057 +91 %
First American Trust
13
First American Trust
California
3,63 Mio. $ +493.713 $ +17.755 +16 %
Mariner Independent Advisor Network
14
Mariner Independent Advisor Network
Kansas
3,41 Mio. $ +3,4 Mio. $ +122.327 Neu
UBS Group
15
UBS Group
Switzerland
3,16 Mio. $ +189.171 $ +6.803 +6 %
Regis Management Company
16
Regis Management Company
California
2,78 Mio. $ – – –
Summit Wealth & Retirement Planning
17
Summit Wealth & Retirement Planning
California
2,55 Mio. $ -354.956 $ -12.765 -12 %
KeyBank National Association
18
KeyBank National Association
Ohio
1,94 Mio. $ +20.160 $ +725 +1 %
McNaughton Wealth Management
19
McNaughton Wealth Management
California
1,85 Mio. $ +1,85 Mio. $ +66.706 Neu
Mariner
20
Mariner
Kansas
1,66 Mio. $ +1,66 Mio. $ +59.590 Neu
Brinker Capital Investments
21
Brinker Capital Investments
Pennsylvania
1,44 Mio. $ +87.036 $ +3.130 +6 %
Seldon Capital
22
Seldon Capital
California
1,26 Mio. $ +1,25 Mio. $ +45.091 Neu
Osaic Holdings
23
Osaic Holdings
Arizona
1,25 Mio. $ +160.502 $ +5.772 +15 %
Running Point Capital Advisors
24
Running Point Capital Advisors
California
1,16 Mio. $ -112.674 $ -4.052 -9 %
Citadel Advisors
25
Citadel Advisors
Florida
1,04 Mio. $ +1,03 Mio. $ +37.220 Neu
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