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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
265 Mio. $ +106 Mio. $ +3.932.976 +62 %
Fidelity Investments
2
Fidelity Investments
Massachusetts
15,8 Mio. $ +12,4 Mio. $ +459.483 +300 %
Morgan Stanley
3
Morgan Stanley
New York
13,4 Mio. $ +2,14 Mio. $ +79.677 +18 %
Bank of America
4
Bank of America
North Carolina
13,1 Mio. $ +1,15 Mio. $ +42.952 +9 %
Jane Street
5
Jane Street
New York
8,72 Mio. $ +2,19 Mio. $ +81.580 +32 %
Allworth Financial
6
Allworth Financial
California
6,96 Mio. $ +7,25 Mio. $ +269.573 +173.918 %
Brio Consultants
7
Brio Consultants
California
6,43 Mio. $ -6,12 Mio. $ -227.731 -48 %
Gerber Kawasaki Wealth & Investment Management
8
Gerber Kawasaki Wealth & Investment Management
California
6,15 Mio. $ -183.828 $ -6.837 -3 %
LPL Financial
9
LPL Financial
California
4,86 Mio. $ -589.289 $ -21.917 -10 %
Ameriprise
10
Ameriprise
Minnesota
4,57 Mio. $ -219.239 $ -8.154 -4 %
Mariner Independent Advisor Network
11
Mariner Independent Advisor Network
Kansas
4,35 Mio. $ +1,24 Mio. $ +46.057 +38 %
UBS Group
12
UBS Group
Switzerland
4,23 Mio. $ +1,36 Mio. $ +50.694 +45 %
SteelPeak Wealth
13
SteelPeak Wealth
California
3,66 Mio. $ -41.702 $ -1.551 -1 %
First American Trust
14
First American Trust
California
3,54 Mio. $ +190.201 $ +7.074 +5 %
Wells Fargo
15
Wells Fargo
California
3,16 Mio. $ -1,12 Mio. $ -41.602 -25 %
Regis Management Company
16
Regis Management Company
California
2,58 Mio. $ – – –
Summit Wealth & Retirement Planning
17
Summit Wealth & Retirement Planning
California
2,16 Mio. $ -205.769 $ -7.653 -8 %
Mariner
18
Mariner
Kansas
1,96 Mio. $ +437.268 $ +16.263 +27 %
KeyBank National Association
19
KeyBank National Association
Ohio
1,8 Mio. $ – – –
McNaughton Wealth Management
20
McNaughton Wealth Management
California
1,75 Mio. $ +26.134 $ +972 +1 %
Osaic Holdings
21
Osaic Holdings
Arizona
1,1 Mio. $ -58.614 $ -2.180 -5 %
NewEdge Advisors
22
NewEdge Advisors
Louisiana
1,1 Mio. $ +455.336 $ +16.935 +66 %
Running Point Capital Advisors
23
Running Point Capital Advisors
California
1,07 Mio. $ – – –
Bradley & Co Private Wealth Management
24
Bradley & Co Private Wealth Management
Florida
1,03 Mio. $ +1,08 Mio. $ +40.056 Neu
Wealthcare Advisory Partners
25
Wealthcare Advisory Partners
Pennsylvania
822.000 $ +856.334 $ +31.849 Neu
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