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 $799,399. This represents 0.04% of its overall portfolio holdings.

Number of Shares
33,560
Previous 28,099 19.43%
Holding current value
$799,399
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
19.6M
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
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