Lodestar Private Asset Management LLC Invesco California Amt Free Mu Transaction History

Lodestar Private Asset Management LLC

  • $830 Million
  • Q3 2024

A detailed history of Lodestar Private Asset Management LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 58,137 shares of PWZ stock, worth $1.43 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
58,137
Previous 64,963 10.51%
Holding current value
$1.43 Million
Previous $1.6 Million 8.99%
% of portfolio
0.18%
Previous 0.21%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$24.63 - $25.25 $168,124 - $172,356
-6,826 Reduced 10.51%
58,137 $1.46 Million
Q2 2024

Jul 30, 2024
BUY
$24.26 - $25.06 $74,284 - $76,733
3,062 Added 4.95%
64,963 $1.6 Million
Q1 2024

Apr 25, 2024
BUY
$24.83 - $25.24 $30,491 - $30,994
1,228 Added 2.02%
61,901 $1.54 Billion
Q4 2023

Jan 29, 2024
BUY
$22.61 - $25.09 $293,771 - $325,994
12,993 Added 27.25%
60,673 $1.52 Billion
Q3 2023

Oct 31, 2023
BUY
$23.35 - $24.92 $72,735 - $77,625
3,115 Added 6.99%
47,680 $1.12 Billion
Q2 2023

Jul 27, 2023
SELL
$24.07 - $25.07 $6,330 - $6,593
-263 Reduced 0.59%
44,565 $1.1 Billion
Q1 2023

Apr 25, 2023
SELL
$24.04 - $25.03 $28,222 - $29,385
-1,174 Reduced 2.55%
44,828 $1.11 Billion
Q4 2022

Feb 02, 2023
BUY
$22.71 - $24.56 $1.04 Million - $1.13 Million
46,002 New
46,002 $1.11 Billion

Others Institutions Holding PWZ

# of Institutions
100
Shares Held
14.6M
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
Track This Portfolio

Track Lodestar Private Asset Management LLC Portfolio

Follow Lodestar Private Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestar Private Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestar Private Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email