Ever Source Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,238 shares of PWZ stock, worth $30,108. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,238
Previous 1,227 0.9%
Holding current value
$30,108
Previous $29,000 3.45%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
$22.71 - $24.18 $249 - $265
11 Added 0.9%
1,238 $28,000
Q1 2025

May 13, 2025
BUY
$23.68 - $24.72 $29,055 - $30,331
1,227 New
1,227 $29,000

Others Institutions Holding PWZ

# of Institutions
122
Shares Held
23.2M
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
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