Bartlett & Co. Wealth Management LLC Invesco California Amt Free Mu Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,430 shares of PWZ stock, worth $34,892. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,430
Previous 1,430 -0.0%
Holding current value
$34,892
Previous $35.3 Million 1.66%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Feb 13, 2024
BUY
$27.75 - $28.35 $4,995 - $5,103
180 Added 14.4%
1,430 $39.7 Million
Q3 2020

Feb 13, 2024
BUY
$27.27 - $28.09 $34,087 - $35,112
1,250 New
1,250 $34.5 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
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email