Creative Planning Invesco California Amt Free Mu Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Creative Planning holds 19,712 shares of PWZ stock, worth $486,886. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,712
Previous 19,712 -0.0%
Holding current value
$486,886
Previous $486,000 1.65%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$24.83 - $25.24 $5,537 - $5,628
223 Added 1.14%
19,712 $490,000
Q4 2023

Feb 14, 2024
SELL
$22.61 - $25.09 $333,271 - $369,826
-14,740 Reduced 43.06%
19,489 $486,000
Q3 2023

Nov 16, 2023
BUY
$23.35 - $24.92 $553,768 - $591,002
23,716 Added 225.59%
34,229 $803,000
Q4 2022

Feb 10, 2023
SELL
$22.71 - $24.56 $7,812 - $8,448
-344 Reduced 3.17%
10,513 $253,000
Q3 2022

Nov 03, 2022
SELL
$23.11 - $25.32 $74,945 - $82,112
-3,243 Reduced 23.0%
10,857 $252,000
Q2 2022

Aug 15, 2022
SELL
$23.81 - $25.88 $372,697 - $405,099
-15,653 Reduced 52.61%
14,100 $343,000
Q1 2022

May 16, 2022
BUY
$25.72 - $27.89 $765,247 - $829,811
29,753 New
29,753 $767,000
Q4 2021

Feb 11, 2022
SELL
$27.55 - $27.98 $436,392 - $443,203
-15,840 Closed
0 $0
Q3 2021

Nov 10, 2021
BUY
$27.75 - $28.35 $55 - $56
2 Added 0.01%
15,840 $440,000
Q2 2021

Aug 04, 2021
BUY
$27.71 - $28.3 $13,855 - $14,150
500 Added 3.26%
15,838 $445,000
Q1 2021

Apr 30, 2021
BUY
$27.43 - $28.28 $420,721 - $433,758
15,338 New
15,338 $424,000

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 Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email