Creative Planning Invesco California Amt Free Mu Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025

A detailed history of Creative Planning transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Creative Planning holds 18,359 shares of PWZ stock, worth $422,257. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,359
Previous 23,043 20.33%
Holding current value
$422,257
Previous $549,000 22.04%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
SELL
$22.71 - $24.18 $106,373 - $113,259
-4,684 Reduced 20.33%
18,359 $428,000
Q1 2025

May 15, 2025
BUY
$23.68 - $24.72 $43,642 - $45,558
1,843 Added 8.69%
23,043 $549,000
Q4 2024

Feb 14, 2025
BUY
$24.49 - $25.25 $36,441 - $37,572
1,488 Added 7.55%
21,200 $523,000
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
119
Shares Held
24.7M
Call Options Held
12.9K
Put Options Held
0
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

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