Dynamic Wealth Strategies, LLC Invesco California Amt Free Mu Transaction History

Dynamic Wealth Strategies, LLC

  • $138 Million
  • Q2 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 9,717 shares of PWZ stock, worth $236,317. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,717
Previous 34,269 71.64%
Holding current value
$236,317
Previous $817,000 72.34%
% of portfolio
0.16%
Previous 0.68%

Shares

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

Aug 13, 2025
SELL
$22.71 - $24.18 $557,575 - $593,667
-24,552 Reduced 71.64%
9,717 $226,000
Q4 2024

Feb 13, 2025
SELL
$24.49 - $25.25 $33,159 - $34,188
-1,354 Reduced 3.8%
34,269 $846,000
Q3 2024

Nov 13, 2024
SELL
$24.63 - $25.25 $59,555 - $61,054
-2,418 Reduced 6.36%
35,623 $893,000
Q2 2024

Aug 15, 2024
SELL
$24.26 - $25.06 $7,350 - $7,593
-303 Reduced 0.79%
38,041 $938,000
Q1 2024

May 15, 2024
BUY
$24.83 - $25.24 $835,703 - $849,502
33,657 Added 718.09%
38,344 $954,000
Q4 2023

Feb 13, 2024
BUY
$22.61 - $25.09 $105,973 - $117,596
4,687 New
4,687 $117 Million

Others Institutions Holding PWZ

# of Institutions
122
Shares Held
23.2M
Call Options Held
44.5K
Put Options Held
18.6K
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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