Integrated Wealth Concepts LLC Invesco California Amt Free Mu Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 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 48,218 shares of PWZ stock, worth $1.17 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
48,218
Previous 38,594 24.94%
Holding current value
$1.17 Million
Previous $900,000 28.11%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$22.77 - $24.07 $219,138 - $231,649
9,624 Added 24.94%
48,218 $1.15 Million
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
128
Shares Held
36.3M
Call Options Held
0
Put Options Held
0
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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