Affinity Capital Advisors, LLC Invesco California Amt Free Mu Transaction History

Affinity Capital Advisors, LLC

  • $576 Million
  • Q2 2025

A detailed history of Affinity Capital Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Affinity Capital Advisors, LLC holds 53,170 shares of PWZ stock, worth $1.22 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
53,170
Previous 189,807 71.99%
Holding current value
$1.22 Million
Previous $4.53 Million 72.6%
% of portfolio
0.22%
Previous 0.86%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$22.71 - $24.18 $3.1 Million - $3.3 Million
-136,637 Reduced 71.99%
53,170 $1.24 Million
Q1 2025

Apr 16, 2025
SELL
$23.68 - $24.72 $470,640 - $491,310
-19,875 Reduced 9.48%
189,807 $4.53 Million
Q4 2024

Jan 13, 2025
SELL
$24.49 - $25.25 $347,145 - $357,918
-14,175 Reduced 6.33%
209,682 $5.18 Million
Q3 2024

Oct 07, 2024
BUY
$24.63 - $25.25 $5.51 Million - $5.65 Million
223,857 New
223,857 $5.61 Million
Q1 2024

Apr 12, 2024
BUY
$24.83 - $25.24 $53,930 - $54,821
2,172 Added 1.28%
172,398 $4.29 Million
Q4 2023

Jan 11, 2024
BUY
$22.61 - $25.09 $400,106 - $443,992
17,696 Added 11.6%
170,226 $4.25 Million
Q3 2023

Oct 10, 2023
BUY
$23.35 - $24.92 $2.29 Million - $2.44 Million
97,926 Added 179.34%
152,530 $3.58 Million
Q2 2023

Jul 13, 2023
BUY
$24.07 - $25.07 $1.31 Million - $1.37 Million
54,604 New
54,604 $1.35 Million

Others Institutions Holding PWZ

# of Institutions
119
Shares Held
24.7M
Call Options Held
12.9K
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
Track This Portfolio

Track Affinity Capital Advisors, LLC Portfolio

Follow Affinity Capital Advisors, 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 Affinity Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affinity Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email