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

Elmwood Wealth Management, Inc.

$253 Million
Q3 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 124,364 shares of PWZ stock, worth $3.02 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

124,364

Previous 25,075 395.97%

Holding current value

$3.02 Million

Previous $585,000 408.38%

% of portfolio

1.17%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$22.77 - $24.07 $2.26 Million - $2.39 Million	99,289 Added 395.97%	124,364 $2.97 Million
Q2 2025 Jul 25, 2025	BUY	$22.71 - $24.18 $14,761 - $15,717	650 Added 2.66%	25,075 $585,000
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

129

Shares Held

36.3M

Call Options Held

Put Options Held

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About INVESCO CALIFORNIA AMT-FREE MU

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