Journey Strategic Wealth LLC Invesco California Amt Free Mu Transaction History

Journey Strategic Wealth LLC

$2.83 Billion
Q1 2025

A detailed history of Journey Strategic Wealth LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 75,235 shares of PWZ stock, worth $1.77 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

75,235

Previous 76,260 1.34%

Holding current value

$1.77 Million

Previous $1.88 Million 4.73%

% of portfolio

0.06%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$23.68 - $24.72 $24,272 - $25,338	-1,025 Reduced 1.34%	75,235 $1.79 Million
Q4 2024 Jan 24, 2025	BUY	$24.49 - $25.25 $117,258 - $120,897	4,788 Added 6.7%	76,260 $1.88 Million
Q3 2024 Nov 12, 2024	BUY	$24.63 - $25.25 $16,551 - $16,968	672 Added 0.95%	71,472 $1.79 Million
Q2 2024 Aug 14, 2024	BUY	$24.26 - $25.06 $84,303 - $87,083	3,475 Added 5.16%	70,800 $1.75 Million
Q1 2024 May 13, 2024	BUY	$24.83 - $25.24 $720 - $731	29 Added 0.04%	67,325 $1.67 Million
Q4 2023 Feb 09, 2024	BUY	$22.61 - $25.09 $1.52 Million - $1.69 Million	67,296 New	67,296 $1.68 Million

Others Institutions Holding PWZ

# of Institutions

129

Shares Held

20.7M

Call Options Held

12.9K

Put Options Held

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
Sector ETFs
Industry ETFs

More about PWZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Account

Journey Strategic Wealth LLC Invesco California Amt Free Mu Transaction History