Hennion & Walsh Asset Management, Inc. Invesco California Amt Free Mu Transaction History

Hennion & Walsh Asset Management, Inc.

  • $2.15 Billion
  • Q1 2025

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 33,560 shares of PWZ stock, worth $780,941. This represents 0.04% of its overall portfolio holdings.

Number of Shares
33,560
Previous 28,099 19.43%
Holding current value
$780,941
Previous $694,000 15.13%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$23.68 - $24.72 $129,316 - $134,995
5,461 Added 19.43%
33,560 $799,000
Q4 2024

Jan 14, 2025
BUY
$24.49 - $25.25 $168,760 - $173,997
6,891 Added 32.49%
28,099 $694,000
Q3 2024

Oct 22, 2024
BUY
$24.63 - $25.25 $77,239 - $79,184
3,136 Added 17.35%
21,208 $531,000
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

# of Institutions
118
Shares Held
19.7M
Call Options Held
21.7K
Put Options Held
13.3K
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

PWZ Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email