First Foundation Advisors Invesco California Amt Free Mu Transaction History

First Foundation Advisors

  • $2.63 Billion
  • Q2 2025

A detailed history of First Foundation Advisors transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, First Foundation Advisors holds 952,878 shares of PWZ stock, worth $23.2 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
952,878
Previous 1,115,085 14.55%
Holding current value
$23.2 Million
Previous $26.6 Million 16.37%
% of portfolio
0.85%
Previous 1.11%

Shares

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

Aug 13, 2025
SELL
$22.71 - $24.18 $3.68 Million - $3.92 Million
-162,207 Reduced 14.55%
952,878 $22.2 Million
Q1 2025

May 07, 2025
SELL
$23.68 - $24.72 $5.62 Million - $5.86 Million
-237,223 Reduced 17.54%
1,115,085 $26.6 Million
Q4 2024

Feb 13, 2025
SELL
$24.49 - $25.25 $3.72 Million - $3.84 Million
-152,053 Reduced 10.11%
1,352,308 $33.4 Million
Q3 2024

Nov 13, 2024
SELL
$24.63 - $25.25 $1.33 Million - $1.36 Million
-53,972 Reduced 3.46%
1,504,361 $37.7 Million
Q2 2024

Aug 06, 2024
BUY
$24.26 - $25.06 $37.8 Million - $39.1 Million
1,558,333 New
1,558,333 $38.4 Million
Q1 2024

May 09, 2024
BUY
$24.83 - $25.24 $11.7 Million - $11.9 Million
470,093 Added 38.79%
1,682,055 $41.8 Million
Q4 2023

Feb 14, 2024
BUY
$22.61 - $25.09 $924,342 - $1.03 Million
40,882 Added 3.49%
1,211,962 $30.3 Million
Q3 2023

Nov 15, 2023
BUY
$23.35 - $24.92 $12.2 Million - $13 Million
520,876 Added 80.11%
1,171,080 $27.5 Million
Q2 2023

Aug 14, 2023
BUY
$24.07 - $25.07 $15.4 Million - $16 Million
639,851 Added 6180.34%
650,204 $16 Million
Q1 2023

May 12, 2023
BUY
$24.04 - $25.03 $248,886 - $259,135
10,353 New
10,353 $256,000

Others Institutions Holding PWZ

# of Institutions
123
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
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More about PWZ
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