Journey Strategic Wealth LLC Invesco California Amt Free Mu Transaction History

Journey Strategic Wealth LLC

$3.03 Billion
Q2 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 24,275 shares of PWZ stock, worth $590,368. This represents 0.02% of its overall portfolio holdings.

Number of Shares

24,275

Previous 75,235 67.73%

Holding current value

$590,368

Previous $1.79 Million 68.45%

% of portfolio

0.02%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$22.71 - $24.18 $1.16 Million - $1.23 Million	-50,960 Reduced 67.73%	24,275 $566,000
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

123

Shares Held

23.1M

Call Options Held

44.5K

Put Options Held

18.6K

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
Sector ETFs
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Journey Strategic Wealth LLC Invesco California Amt Free Mu Transaction History