Envestnet Asset Management Inc Invesco California Amt Free Mu Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 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 1,666,448 shares of PWZ stock, worth $39.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,666,448
Previous 1,426,565 16.82%
Holding current value
$39.9 Million
Previous $34 Million 14.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 31, 2025
BUY
$22.71 - $24.18 $5.45 Million - $5.8 Million
239,883 Added 16.82%
1,666,448 $38.9 Million
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
122
Shares Held
24.4M
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
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email