A detailed history of Cerity Partners LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Cerity Partners LLC holds 53,513 shares of PWZ stock, worth $1.34 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53,513
Holding current value
$1.34 Million
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$24.26 - $25.06 $1.3 Million - $1.34 Million
53,513 New
53,513 $1.32 Million
Q4 2023

Jan 26, 2024

BUY
$22.61 - $25.09 $680,832 - $755,510
30,112 New
30,112 $752,000
Q2 2023

Aug 14, 2023

BUY
$24.07 - $25.07 $307,422 - $320,194
12,772 Added 106.61%
24,752 $609,000
Q1 2023

May 11, 2023

BUY
$24.04 - $25.03 $287,999 - $299,859
11,980 New
11,980 $296,000
Q2 2022

Aug 10, 2022

BUY
$23.81 - $25.88 $257,957 - $280,383
10,834 New
10,834 $263,000

Others Institutions Holding PWZ

About INVESCO CALIFORNIA AMT-FREE MU


  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners 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 Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.