Global Retirement Partners, LLC Invesco California Amt Free Mu Transaction History

Global Retirement Partners, LLC

  • $3.15 Billion
  • Q2 2024

A detailed history of Global Retirement Partners, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Global Retirement Partners, LLC holds 20,619 shares of PWZ stock, worth $511,351. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,619
Previous 18,600 10.85%
Holding current value
$511,351
Previous $462,000 9.96%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 23, 2024
BUY
$24.26 - $25.06 $48,980 - $50,596
2,019 Added 10.85%
20,619 $508,000
Q1 2024

Apr 23, 2024
BUY
$24.83 - $25.24 $24,929 - $25,340
1,004 Added 5.71%
18,600 $462,000
Q4 2023

Jan 18, 2024
SELL
$22.61 - $25.09 $78,094 - $86,660
-3,454 Reduced 16.41%
17,596 $439,000
Q3 2023

Oct 13, 2023
BUY
$23.35 - $24.92 $50,529 - $53,926
2,164 Added 11.46%
21,050 $494,000
Q2 2023

Jul 20, 2023
BUY
$24.07 - $25.07 $119,988 - $124,973
4,985 Added 35.86%
18,886 $465,000
Q1 2023

May 05, 2023
BUY
$24.04 - $25.03 $601 - $625
25 Added 0.18%
13,901 $344,000
Q4 2022

Feb 13, 2023
SELL
$22.85 - $24.56 $11,630 - $12,501
-509 Reduced 3.54%
13,876 $334,000
Q3 2022

Nov 03, 2022
BUY
$23.45 - $25.32 $12,147 - $13,115
518 Added 3.74%
14,385 $328,000
Q2 2022

Jul 15, 2022
SELL
$23.81 - $25.88 $100,002 - $108,696
-4,200 Reduced 23.25%
13,867 $337,000
Q1 2022

Jul 14, 2022
BUY
$25.72 - $27.89 $464,683 - $503,888
18,067 New
18,067 $441,000
Q4 2021

Jan 21, 2022
SELL
$27.55 - $27.98 $473,556 - $480,948
-17,189 Closed
0 $0
Q3 2021

Oct 22, 2021
BUY
$27.75 - $28.35 $288,128 - $294,358
10,383 Added 152.56%
17,189 $477,000
Q1 2021

Apr 14, 2021
SELL
$27.43 - $28.28 $92,713 - $95,586
-3,380 Reduced 33.18%
6,806 $188,000
Q1 2020

Apr 28, 2020
SELL
$24.58 - $28.35 $63,735 - $73,511
-2,593 Reduced 20.29%
10,186 $275,000
Q3 2019

Nov 19, 2019
BUY
$26.89 - $27.69 $207,698 - $213,877
7,724 Added 152.8%
12,779 $350,000
Q2 2019

Nov 19, 2019
BUY
$26.2 - $26.94 $74,879 - $76,994
2,858 Added 130.09%
5,055 $136,000
Q3 2018

Oct 17, 2018
SELL
$25.39 - $26.0 $130,225 - $133,354
-5,129 Reduced 70.01%
2,197 $56,000
Q2 2018

Aug 13, 2018
BUY
$25.43 - $26.03 $186,300 - $190,695
7,326 New
7,326 $189,000

Others Institutions Holding PWZ

# of Institutions
90
Shares Held
22.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

PWZ Quotes by TradingView
  • Ticker PWZ
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