¡Ya estamos en ! Descubre más
icono de PWZ

Invesco California AMT-Free Municipal Bond ETF
PWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 55.4 M +USD 18.9 M +733,209 +52%
LPL Financial
2
LPL Financial
California
USD 10.3 M +USD 506 k +19,625 +5%
Bank of America
3
Bank of America
North Carolina
USD 7.05 M +USD 368 k +14,273 +6%
UBS Group
4
UBS Group
Switzerland
USD 3.2 M -USD 98.1 k -3,805 -3%
Banque Pictet & Cie
5
Banque Pictet & Cie
Switzerland
USD 2.68 M – – –
Pictet North America Advisors
6
Pictet North America Advisors
Switzerland
USD 2.68 M – – –
Wells Fargo
7
Wells Fargo
California
USD 2.08 M +USD 80.4 k +3,119 +4%
Morgan Stanley
8
Morgan Stanley
New York
USD 1.74 M +USD 107 k +4,148 +7%
Gerber Kawasaki Wealth & Investment Management
9
Gerber Kawasaki Wealth & Investment Management
California
USD 1.6 M +USD 28.4 k +1,100 +2%
JP Morgan Private Wealth Advisors
10
JP Morgan Private Wealth Advisors
California
USD 1.16 M +USD 235 k +9,132 +26%
PAS
11
Partnervest Advisory Services
California
USD 980 k -USD 183 k -7,083 -16%
Citigroup
12
Citigroup
New York
USD 883 k -USD 58.7 k -2,276 -6%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 820 k -USD 266 k -10,319 -25%
Dimension Capital Management
14
Dimension Capital Management
Florida
USD 681 k +USD 676 k +26,232 Nuevas
Jane Street
15
Jane Street
New York
USD 524 k -USD 2.9 M -112,401 -85%
Apriem Advisors
16
Apriem Advisors
California
USD 515 k +USD 70.3 k +2,726 +16%
Brinker Capital Investments
17
Brinker Capital Investments
Pennsylvania
USD 421 k +USD 116 k +4,518 +39%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
USD 309 k +USD 19.3 k +750 +7%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
USD 242 k -USD 3.47 M -134,487 -94%
Advisor Group
20
Advisor Group
Arizona
USD 241 k -USD 24.7 k -959 -9%
Raymond James Financial Services Advisors
21
Raymond James Financial Services Advisors
Florida
USD 209 k +USD 207 k +8,034 Nuevas
Coe Capital Management
22
Coe Capital Management
Illinois
USD 203 k +USD 201 k +7,800 Nuevas
Global Retirement Partners
23
Global Retirement Partners
California
USD 197 k – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 187 k -USD 4.98 M -193,077 -96%
Ladenburg Thalmann Financial Services
25
Ladenburg Thalmann Financial Services
Florida
USD 68 k – – –
1
2