Ep Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 867,396 shares of PWZ stock, worth $20.2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
867,396
Previous 836,569 3.68%
Holding current value
$20.2 Million
Previous $20.7 Million 0.12%
% of portfolio
0.17%
Previous 0.18%

Shares

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

May 15, 2025
BUY
$23.68 - $24.72 $729,983 - $762,043
30,827 Added 3.68%
867,396 $20.7 Million
Q4 2024

Feb 13, 2025
BUY
$24.49 - $25.25 $1.55 Million - $1.6 Million
63,174 Added 8.17%
836,569 $20.7 Million
Q3 2024

Nov 14, 2024
BUY
$24.63 - $25.25 $319,943 - $327,997
12,990 Added 1.71%
773,395 $19.4 Million
Q2 2024

Aug 19, 2024
SELL
$24.26 - $25.06 $22,780 - $23,531
-939 Reduced 0.12%
760,405 $18.8 Million
Q1 2024

May 14, 2024
SELL
$24.83 - $25.24 $850,700 - $864,747
-34,261 Reduced 4.31%
761,344 $18.9 Million
Q4 2023

Feb 28, 2024
BUY
$22.61 - $25.09 $18 Million - $20 Million
795,605 New
795,605 $19.9 Million
Q3 2022

Dec 02, 2022
BUY
$23.11 - $25.32 $953,218 - $1.04 Million
41,247 Added 39.23%
146,399 $3.39 Million
Q2 2022

Aug 11, 2022
BUY
$23.81 - $25.88 $2.06 Million - $2.24 Million
86,728 Added 470.73%
105,152 $2.56 Million
Q1 2022

May 20, 2022
BUY
$25.72 - $27.89 $473,865 - $513,845
18,424 New
18,424 $475,000

Others Institutions Holding PWZ

# of Institutions
129
Shares Held
20.5M
Call Options Held
12.9K
Put Options Held
0
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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