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

Focus Wealth Advisors, LLC

  • $179 Million
  • Q2 2024

A detailed history of Focus Wealth Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Focus Wealth Advisors, LLC holds 35,164 shares of PWZ stock, worth $887,539. This represents 0.48% of its overall portfolio holdings.

Number of Shares
35,164
Previous 35,039 0.36%
Holding current value
$887,539
Previous $871,000 0.46%
% of portfolio
0.48%
Previous 0.5%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$24.26 - $25.06 $3,032 - $3,132
125 Added 0.36%
35,164 $867,000
Q1 2024

Apr 11, 2024
BUY
$24.83 - $25.24 $380,768 - $387,055
15,335 Added 77.83%
35,039 $871,000
Q4 2023

Jan 11, 2024
SELL
$22.61 - $25.09 $34,118 - $37,860
-1,509 Reduced 7.11%
19,704 $492,000
Q2 2023

Jul 14, 2023
SELL
$24.07 - $25.07 $2,647 - $2,757
-110 Reduced 0.52%
21,213 $522,000
Q1 2023

Apr 10, 2023
SELL
$24.04 - $25.03 $4,808 - $5,006
-200 Reduced 0.93%
21,323 $528,000
Q3 2022

Oct 13, 2022
SELL
$23.11 - $25.32 $2,888 - $3,165
-125 Reduced 0.58%
21,523 $499,000
Q2 2022

Jul 11, 2022
BUY
$23.81 - $25.88 $10,119 - $10,999
425 Added 2.0%
21,648 $526,000
Q1 2022

Apr 14, 2022
BUY
$25.72 - $27.89 $21,604 - $23,427
840 Added 4.12%
21,223 $548,000
Q4 2021

Jan 26, 2022
BUY
$27.55 - $27.98 $39,672 - $40,291
1,440 Added 7.6%
20,383 $569,000
Q3 2021

Oct 08, 2021
BUY
$27.75 - $28.35 $11,655 - $11,907
420 Added 2.27%
18,943 $526,000
Q2 2021

Jul 14, 2021
SELL
$27.71 - $28.3 $54,367 - $55,524
-1,962 Reduced 9.58%
18,523 $521,000
Q1 2021

Apr 14, 2021
BUY
$27.43 - $28.28 $6,308 - $6,504
230 Added 1.14%
20,485 $568,000
Q4 2020

Feb 26, 2021
BUY
$27.31 - $28.08 $553,164 - $568,760
20,255 New
20,255 $567,000

Others Institutions Holding PWZ

# of Institutions
97
Shares Held
23.9M
Call Options Held
0
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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