Mission Wealth Management, LP Invesco California Amt Free Mu Transaction History

Mission Wealth Management, LP

  • $3.75 Billion
  • Q2 2024

A detailed history of Mission Wealth Management, LP transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Mission Wealth Management, LP holds 21,228 shares of PWZ stock, worth $530,700. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,228
Holding current value
$530,700
% of portfolio
0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$24.26 - $25.06 $514,991 - $531,973
21,228 New
21,228 $523,000
Q3 2023

Oct 23, 2023
BUY
$23.35 - $24.92 $2,942 - $3,139
126 Added 0.73%
17,334 $406,000
Q2 2023

Aug 04, 2023
BUY
$24.07 - $25.07 $2,912 - $3,033
121 Added 0.71%
17,208 $424,000
Q1 2023

Apr 07, 2023
BUY
$24.04 - $25.03 $2,884 - $3,003
120 Added 0.71%
17,087 $423,000
Q4 2022

Feb 02, 2023
BUY
$22.85 - $24.56 $387,695 - $416,709
16,967 New
16,967 $409,000
Q2 2022

Jul 27, 2022
SELL
$23.81 - $25.88 $222,813 - $242,185
-9,358 Closed
0 $0
Q1 2022

Apr 25, 2022
BUY
$25.72 - $27.89 $240,687 - $260,994
9,358 New
9,358 $241,000

Others Institutions Holding PWZ

# of Institutions
97
Shares Held
23.9M
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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