Heritage Wealth Management, Inc. /Ca/ Invesco California Amt Free Mu Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 8,432 shares of PWZ stock, worth $209,872. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,432
Previous 8,272 1.93%
Holding current value
$209,872
Previous $204 Million 3.63%
% of portfolio
0.15%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$24.63 - $25.25 $3,940 - $4,040
160 Added 1.93%
8,432 $211 Million
Q2 2024

Jul 25, 2024
BUY
$24.26 - $25.06 $3,736 - $3,859
154 Added 1.9%
8,272 $204 Million
Q1 2024

May 06, 2024
BUY
$24.83 - $25.24 $201,569 - $204,898
8,118 New
8,118 $202 Million

Others Institutions Holding PWZ

# of Institutions
100
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

PWZ Quotes by TradingView
  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
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