A detailed history of Private Client Services, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Private Client Services, LLC holds 8,488 shares of PWZ stock, worth $205,918. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,488
Previous 8,901 4.64%
Holding current value
$205,918
Previous $213 Million 3.69%
% of portfolio
0.06%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

SELL
$23.96 - $24.35 $9,895 - $10,056
-413 Reduced 4.64%
8,488 $205 Million
Q3 2025

Oct 14, 2025

BUY
$22.77 - $24.07 $202,675 - $214,247
8,901 New
8,901 $213 Million

Others Institutions Holding PWZ

About INVESCO CALIFORNIA AMT-FREE MU


  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
Track This Portfolio

Track Private Client Services, LLC Portfolio

Follow Private Client Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.