A detailed history of Hennion & Walsh Asset Management, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Hennion & Walsh Asset Management, Inc. holds 18,072 shares of PWZ stock, worth $454,330. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,072
Previous 11,466 57.61%
Holding current value
$454,330
Previous $285,000 56.14%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 19, 2024

BUY
$24.26 - $25.06 $160,261 - $165,546
6,606 Added 57.61%
18,072 $445,000
Q1 2024

Apr 17, 2024

BUY
$24.83 - $25.24 $284,700 - $289,401
11,466 New
11,466 $285,000

Others Institutions Holding PWZ

About INVESCO CALIFORNIA AMT-FREE MU


  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
Track This Portfolio

Track Hennion & Walsh Asset Management, Inc. Portfolio

Follow Hennion & Walsh Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hennion & Walsh Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hennion & Walsh Asset Management, Inc. with notifications on news.