Integrated Wealth Concepts LLC Invesco California Amt Free Mu Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 38,594 shares of PWZ stock, worth $938,606. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,594
Previous 36,319 6.26%
Holding current value
$938,606
Previous $866,000 3.93%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$22.71 - $24.18 $51,665 - $55,009
2,275 Added 6.26%
38,594 $900,000
Q1 2025

May 15, 2025
BUY
$23.68 - $24.72 $860,033 - $897,805
36,319 New
36,319 $866,000

Others Institutions Holding PWZ

# of Institutions
123
Shares Held
23.1M
Call Options Held
44.5K
Put Options Held
18.6K
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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