Shared Vision Wealth Group LLC Invesco California Amt Free Mu Transaction History

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 35,309 shares of PWZ stock, worth $858,714. This represents 0.36% of its overall portfolio holdings.

Number of Shares
35,309
Previous 18,309 92.85%
Holding current value
$858,714
Previous $419 Million 104.64%
% of portfolio
0.36%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$22.77 - $24.07 $387,090 - $409,190
17,000 Added 92.85%
35,309 $858 Million
Q2 2025

Aug 07, 2025
BUY
$22.71 - $24.18 $415,797 - $442,711
18,309 New
18,309 $419 Million

Others Institutions Holding PWZ

# of Institutions
124
Shares Held
23.1M
Call Options Held
44.5K
Put Options Held
18.6K
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

PWZ Quotes by TradingView
  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
Track This Portfolio

Track Shared Vision Wealth Group LLC Portfolio

Follow Shared Vision Wealth Group 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 Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email