Elmwood Wealth Management, Inc. Invesco California Amt Free Mu Transaction History

Elmwood Wealth Management, Inc.

  • $221 Million
  • Q1 2025

A detailed history of Elmwood Wealth Management, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 24,425 shares of PWZ stock, worth $574,476. This represents 0.26% of its overall portfolio holdings.

Number of Shares
24,425
Holding current value
$574,476
% of portfolio
0.26%

Shares

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

Apr 28, 2025
BUY
$23.68 - $24.72 $578,384 - $603,786
24,425 New
24,425 $582,000
Q3 2019

Nov 13, 2019
SELL
$26.89 - $27.69 $5,969 - $6,147
-222 Closed
0 $0
Q2 2019

Aug 07, 2019
BUY
$26.2 - $26.94 $2,253 - $2,316
86 Added 63.24%
222 $6,000
Q1 2019

May 22, 2019
BUY
$25.62 - $26.39 $1,204 - $1,240
47 Added 52.81%
136 $4,000
Q4 2018

Feb 14, 2019
SELL
$25.05 - $25.8 $50 - $51
-2 Reduced 2.2%
89 $2,000
Q3 2018

Oct 11, 2018
SELL
$25.39 - $26.0 $25 - $26
-1 Reduced 1.09%
91 $2.32 Million
Q2 2018

Aug 22, 2018
BUY
$25.43 - $26.03 $2,339 - $2,394
92 New
92 $2.38 Million

Others Institutions Holding PWZ

# of Institutions
120
Shares Held
20.3M
Call Options Held
21.7K
Put Options Held
13.3K
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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