Advisor Group Holdings, Inc. Invesco California Amt Free Mu Transaction History

Advisor Group Holdings, Inc.

$52.6 Billion
Q2 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 60,698 shares of PWZ stock, worth $1.48 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

60,698

Previous 45,168 34.38%

Holding current value

$1.48 Million

Previous $1.05 Million 34.35%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 04, 2025	BUY	$22.71 - $24.18 $352,686 - $375,515	15,530 Added 34.38%	60,698 $1.42 Million
Q2 2025 Aug 13, 2025	BUY	$22.71 - $24.18 $740,209 - $788,122	32,594 Added 259.22%	45,168 $1.05 Million
Q1 2025 May 12, 2025	SELL	$23.68 - $24.72 $1.29 Million - $1.35 Million	-54,595 Reduced 81.28%	12,574 $299,000
Q4 2024 Jun 06, 2025	BUY	$24.49 - $25.25 $1.3 Million - $1.34 Million	53,187 Added 422.99%	65,761 $1.62 Million
Q4 2024 Feb 07, 2025	BUY	$24.49 - $25.25 $320,696 - $330,648	13,095 Added 24.22%	67,169 $1.66 Million
Q3 2024 Nov 13, 2024	SELL	$24.63 - $25.25 $288,417 - $295,677	-11,710 Reduced 17.8%	54,074 $1.36 Million
Q2 2024 Aug 13, 2024	SELL	$24.26 - $25.06 $5,215 - $5,387	-215 Reduced 0.33%	65,784 $1.62 Million
Q1 2024 May 10, 2024	SELL	$24.83 - $25.24 $141,506 - $143,842	-5,699 Reduced 7.95%	65,999 $1.64 Million
Q4 2023 Feb 12, 2024	SELL	$22.61 - $25.09 $911,929 - $1.01 Million	-40,333 Reduced 36.0%	71,698 $1.79 Million
Q3 2023 Nov 13, 2023	BUY	$23.35 - $24.92 $1.18 Million - $1.26 Million	50,477 Added 82.0%	112,031 $2.63 Million
Q2 2023 Aug 10, 2023	SELL	$24.07 - $25.07 $194,172 - $202,239	-8,067 Reduced 11.59%	61,554 $1.52 Million
Q1 2023 May 12, 2023	BUY	$24.04 - $25.03 $398,414 - $414,822	16,573 Added 31.24%	69,621 $1.72 Million
Q4 2022 Feb 10, 2023	BUY	$22.71 - $24.56 $155,813 - $168,506	6,861 Added 14.85%	53,048 $1.28 Million
Q3 2022 Nov 14, 2022	SELL	$23.11 - $25.32 $25,744 - $28,206	-1,114 Reduced 2.36%	46,187 $1.07 Million
Q2 2022 Aug 10, 2022	BUY	$23.81 - $25.88 $111,907 - $121,636	4,700 Added 11.03%	47,301 $1.15 Million
Q1 2022 May 04, 2022	BUY	$25.72 - $27.89 $92,386 - $100,180	3,592 Added 9.21%	42,601 $1.1 Million
Q3 2021 Nov 05, 2021	SELL	$27.75 - $28.35 $32,190 - $32,886	-1,160 Reduced 2.89%	39,009 $1.08 Million
Q2 2021 Aug 02, 2021	BUY	$27.71 - $28.3 $65,201 - $66,589	2,353 Added 6.22%	40,169 $1.13 Million
Q1 2021 May 13, 2021	BUY	$27.43 - $28.28 $26,853 - $27,686	979 Added 2.66%	37,816 $1.05 Million
Q4 2020 Feb 10, 2021	SELL	$27.31 - $28.08 $169,349 - $174,124	-6,201 Reduced 14.41%	36,837 $1.03 Million
Q3 2020 Nov 12, 2020	BUY	$27.27 - $28.09 $614,365 - $632,839	22,529 Added 109.85%	43,038 $1.19 Million
Q2 2020 Aug 14, 2020	SELL	$25.52 - $27.41 $12 Million - $12.9 Million	-470,114 Reduced 95.82%	20,509 $560,000
Q1 2020 May 18, 2020	BUY	$24.58 - $28.35 $12.1 Million - $13.9 Million	490,623 New	490,623 $480,000

Others Institutions Holding PWZ

# of Institutions

123

Shares Held

23.2M

Call Options Held

44.5K

Put Options Held

18.6K

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About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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Advisor Group Holdings, Inc. Invesco California Amt Free Mu Transaction History