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

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 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 834,086 shares of PWZ stock, worth $19.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

834,086

Previous 867,396 3.84%

Holding current value

$19.2 Million

Previous $20.7 Million 5.9%

% of portfolio

0.13%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$22.71 - $24.18 $756,470 - $805,435	-33,310 Reduced 3.84%	834,086 $19.5 Million
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

121

Shares Held

24.2M

Call Options Held

44.5K

Put Options Held

18.6K

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

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