Destination Wealth Management Invesco California Amt Free Mu Transaction History

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025

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 35,256 shares of PWZ stock, worth $804,541. This represents 0.03% of its overall portfolio holdings.

Number of Shares
35,256
Previous 32,359 8.95%
Holding current value
$804,541
Previous $799,000 5.13%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$23.68 - $24.72 $68,600 - $71,613
2,897 Added 8.95%
35,256 $840,000
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
125
Shares Held
20.2M
Call Options Held
12.9K
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
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