Eagle Strategies LLC Invesco California Amt Free Mu Transaction History

Eagle Strategies LLC

$449 Million
Q1 2024

A detailed history of Eagle Strategies LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Eagle Strategies LLC holds 9,594 shares of PWZ stock, worth $238,219. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,594

Holding current value

$238,219

% of portfolio

0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$24.83 - $25.24 $238,219 - $242,152	9,594 New	9,594 $238,000
Q4 2022 Feb 03, 2023	BUY	$22.85 - $24.56 $192,122 - $206,500	8,408 New	8,408 $202,000
Q2 2022 Aug 10, 2022	BUY	$23.81 - $25.88 $16,690 - $18,141	701 Added 6.87%	10,898 $265,000
Q1 2022 May 02, 2022	SELL	$25.72 - $27.89 $643 - $697	-25 Reduced 0.24%	10,197 $263,000
Q4 2021 Feb 11, 2022	BUY	$27.55 - $27.98 $281,616 - $286,011	10,222 New	10,222 $285,000

Others Institutions Holding PWZ

# of Institutions

Shares Held

22.3M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

9.5M
Shares

$236 Million
0.32% of portfolio
First Foundation Advisors Irvine, CA

1.68M
Shares

$41.8 Million
1.72% of portfolio
Miracle Mile Advisors, LLC

1.59M
Shares

$39.6 Million
1.02% of portfolio
Stratos Wealth Partners, Ltd.

1.38M
Shares

$34.2 Million
0.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

969K
Shares

$24.1 Million
1.31% of portfolio

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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