Destination Wealth Management Invesco California Amt Free Mu Transaction History

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024

A detailed history of Destination Wealth Management transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Destination Wealth Management holds 32,359 shares of PWZ stock, worth $797,325. This represents 0.03% of its overall portfolio holdings.

Number of Shares
32,359
Previous 26,118 23.9%
Holding current value
$797,325
Previous $655,000 21.98%
% of portfolio
0.03%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$24.49 - $25.25 $152,842 - $157,585
6,241 Added 23.9%
32,359 $799,000
Q3 2024

Nov 25, 2024
BUY
$24.63 - $25.25 $12,315 - $12,625
500 Added 1.95%
26,118 $655,000
Q2 2024

Jul 24, 2024
BUY
$24.26 - $25.06 $254,487 - $262,879
10,490 Added 69.34%
25,618 $631,000
Q1 2024

May 14, 2024
BUY
$24.83 - $25.24 $375,628 - $381,830
15,128 New
15,128 $376,000
Q1 2022

May 12, 2022
SELL
$25.72 - $27.89 $151,465 - $164,244
-5,889 Reduced 21.45%
21,563 $556,000
Q4 2021

Feb 04, 2022
BUY
$27.55 - $27.98 $213,181 - $216,509
7,738 Added 39.25%
27,452 $766,000
Q3 2021

Oct 25, 2021
SELL
$27.75 - $28.35 $148,240 - $151,445
-5,342 Reduced 21.32%
19,714 $547,000
Q1 2021

May 05, 2021
BUY
$27.43 - $28.28 $170,751 - $176,043
6,225 Added 33.06%
25,056 $693,000
Q4 2020

Feb 11, 2021
BUY
$27.31 - $28.08 $32,471 - $33,387
1,189 Added 6.74%
18,831 $527,000
Q1 2020

May 13, 2020
SELL
$24.58 - $28.35 $1,056 - $1,219
-43 Reduced 0.24%
17,642 $476,000
Q4 2019

Feb 12, 2020
SELL
$27.1 - $27.57 $840 - $854
-31 Reduced 0.17%
17,685 $484,000
Q3 2019

Nov 13, 2019
BUY
$26.89 - $27.69 $88,710 - $91,349
3,299 Added 22.88%
17,716 $485,000
Q2 2019

Jul 19, 2019
BUY
$26.2 - $26.94 $203,233 - $208,973
7,757 Added 116.47%
14,417 $387,000
Q2 2018

Jul 31, 2018
BUY
$25.43 - $26.03 $169,363 - $173,359
6,660 New
6,660 $172,000

Others Institutions Holding PWZ

# of Institutions
112
Shares Held
17.7M
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 Destination Wealth Management Portfolio

Follow Destination Wealth Management 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 Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email