First Foundation Advisors Invesco California Amt Free Mu Transaction History

First Foundation Advisors

$2.59 Billion
Q4 2024

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 1,352,308 shares of PWZ stock, worth $32.7 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

1,352,308

Previous 1,504,361 10.11%

Holding current value

$32.7 Million

Previous $37.7 Million 11.47%

% of portfolio

1.29%

Previous 1.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

117

Shares Held

19.1M

Call Options Held

21.7K

Put Options Held

13.3K

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About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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First Foundation Advisors Invesco California Amt Free Mu Transaction History