Envestnet Asset Management Inc Invesco California Amt Free Mu Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,426,565 shares of PWZ stock, worth $33.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,426,565
Previous 1,243,755 14.7%
Holding current value
$33.6 Million
Previous $30.7 Million 10.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 29, 2025
BUY
$23.68 - $24.72 $4.33 Million - $4.52 Million
182,810 Added 14.7%
1,426,565 $34 Million
Q4 2024

Feb 12, 2025
BUY
$24.49 - $25.25 $4.79 Million - $4.93 Million
195,412 Added 18.64%
1,243,755 $30.7 Million
Q3 2024

Nov 06, 2024
BUY
$24.63 - $25.25 $5.26 Million - $5.4 Million
213,758 Added 25.61%
1,048,343 $26.3 Million
Q2 2024

Aug 08, 2024
BUY
$24.26 - $25.06 $4.71 Million - $4.87 Million
194,154 Added 30.32%
834,585 $20.6 Million
Q1 2024

May 13, 2024
BUY
$24.83 - $25.24 $4.93 Million - $5.01 Million
198,667 Added 44.97%
640,431 $15.9 Million
Q4 2023

Feb 13, 2024
BUY
$22.61 - $25.09 $5.5 Million - $6.11 Million
243,382 Added 122.68%
441,764 $11 Million
Q3 2023

Nov 13, 2023
BUY
$23.35 - $24.92 $4.23 Million - $4.51 Million
181,088 Added 1047.11%
198,382 $4.66 Million
Q2 2023

Aug 04, 2023
BUY
$24.07 - $25.07 $81,188 - $84,561
3,373 Added 24.23%
17,294 $426,000
Q1 2023

May 11, 2023
SELL
$24.04 - $25.03 $62,744 - $65,328
-2,610 Reduced 15.79%
13,921 $344,000
Q4 2022

Feb 07, 2023
SELL
$22.71 - $24.56 $8,107 - $8,767
-357 Reduced 2.11%
16,531 $399,000
Q3 2022

Nov 10, 2022
BUY
$23.11 - $25.32 $164,404 - $180,126
7,114 Added 72.78%
16,888 $391,000
Q2 2022

Aug 03, 2022
BUY
$23.81 - $25.88 $14,571 - $15,838
612 Added 6.68%
9,774 $238,000
Q1 2022

May 04, 2022
BUY
$25.72 - $27.89 $11,651 - $12,634
453 Added 5.2%
9,162 $236,000
Q4 2021

Feb 04, 2022
BUY
$27.55 - $27.98 $23,472 - $23,838
852 Added 10.84%
8,709 $243,000
Q3 2021

Oct 07, 2021
BUY
$27.75 - $28.35 $218,031 - $222,745
7,857 New
7,857 $218,000

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

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