Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 07, 2022

BUY
$23.45 - $25.32 $172,099 - $185,823
7,339 Added 84.74%
16,000 $371,000
Q2 2022

Jul 28, 2022

BUY
$23.81 - $25.88 $206,218 - $224,146
8,661 New
8,661 $211,000
Q4 2021

Jan 31, 2022

SELL
$27.55 - $27.98 $259,603 - $263,655
-9,423 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$27.75 - $28.35 $261,488 - $267,142
9,423 New
9,423 $261,000
Q1 2020

May 05, 2020

SELL
$24.58 - $28.35 $1.04 Million - $1.19 Million
-42,132 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$26.89 - $27.69 $1.13 Million - $1.17 Million
42,132 New
42,132 $1.15 Million

Others Institutions Holding PWZ

About INVESCO CALIFORNIA AMT-FREE MU


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

Track D.A. Davidson & Co. Portfolio

Follow D.A. Davidson & Co. 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 D.A. Davidson & Co., based on Form 13F filings with the SEC.

News

Stay updated on D.A. Davidson & Co. with notifications on news.