Allworth Financial LP Invesco California Amt Free Mu Transaction History

Allworth Financial LP

$17.4 Billion
Q1 2025

A detailed history of Allworth Financial LP transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Allworth Financial LP holds 186,090 shares of PWZ stock, worth $4.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

186,090

Previous 228,566 18.58%

Holding current value

$4.38 Million

Previous $5.65 Million 21.38%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$23.68 - $24.72 $1.01 Million - $1.05 Million	-42,476 Reduced 18.58%	186,090 $4.44 Million
Q4 2024 Jan 30, 2025	BUY	$24.49 - $25.25 $277,520 - $286,133	11,332 Added 5.22%	228,566 $5.65 Million
Q3 2024 Oct 23, 2024	BUY	$24.63 - $25.25 $77,584 - $79,537	3,150 Added 1.47%	217,234 $5.45 Million
Q2 2024 Jul 23, 2024	BUY	$24.26 - $25.06 $667,125 - $689,124	27,499 Added 14.74%	214,084 $5.28 Million
Q1 2024 Apr 25, 2024	SELL	$24.83 - $25.24 $108,755 - $110,551	-4,380 Reduced 2.29%	186,585 $4.64 Million
Q4 2023 Jan 24, 2024	BUY	$22.61 - $25.09 $2.31 Million - $2.56 Million	102,143 Added 115.0%	190,965 $4.77 Million
Q3 2023 Oct 31, 2023	BUY	$23.35 - $24.92 $263,201 - $280,898	11,272 Added 14.54%	88,822 $2.08 Million
Q2 2023 Jul 18, 2023	BUY	$24.07 - $25.07 $159,030 - $165,637	6,607 Added 9.31%	77,550 $1.91 Million
Q1 2023 Apr 18, 2023	BUY	$24.04 - $25.03 $370,696 - $385,962	15,420 Added 27.77%	70,943 $1.76 Million
Q4 2022 Jan 13, 2023	SELL	$22.71 - $24.56 $242,747 - $262,521	-10,689 Reduced 16.14%	55,523 $0
Q3 2022 Oct 18, 2022	BUY	$23.11 - $25.32 $622,282 - $681,791	26,927 Added 68.54%	66,212 $1.53 Million
Q2 2022 Jul 13, 2022	SELL	$23.81 - $25.88 $5.49 Million - $5.96 Million	-230,443 Reduced 85.44%	39,285 $955,000
Q1 2022 Apr 22, 2022	BUY	$25.72 - $27.89 $6.93 Million - $7.52 Million	269,573 Added 173918.06%	269,728 $6.96 Million
Q3 2018 Oct 30, 2018	BUY	$25.39 - $26.0 $3,935 - $4,030	155 New	155 $4,000

Others Institutions Holding PWZ

# of Institutions

120

Shares Held

20.3M

Call Options Held

21.7K

Put Options Held

13.3K

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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Allworth Financial LP Invesco California Amt Free Mu Transaction History