Prospera Financial Services Inc Invesco California Amt Free Mu Transaction History

Prospera Financial Services Inc

$4.19 Billion
Q1 2025

A detailed history of Prospera Financial Services Inc transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Prospera Financial Services Inc holds 44,975 shares of PWZ stock, worth $1.03 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

44,975

Previous 75,464 40.4%

Holding current value

$1.03 Million

Previous $1.86 Million 42.46%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$23.68 - $24.72 $721,979 - $753,688	-30,489 Reduced 40.4%	44,975 $1.07 Million
Q4 2024 Feb 13, 2025	BUY	$24.49 - $25.25 $159,013 - $163,948	6,493 Added 9.41%	75,464 $1.86 Million
Q3 2024 Nov 07, 2024	BUY	$24.63 - $25.25 $3,251 - $3,333	132 Added 0.19%	68,971 $1.73 Million
Q2 2024 Aug 13, 2024	BUY	$24.26 - $25.06 $18,389 - $18,995	758 Added 1.11%	68,839 $1.7 Million
Q1 2024 Aug 13, 2024	SELL	$24.83 - $25.24 $9,683 - $9,843	-390 Reduced 0.57%	68,449 $1.7 Million
Q4 2023 Feb 14, 2024	SELL	$22.61 - $25.09 $56,276 - $62,449	-2,489 Reduced 3.53%	68,081 $1.7 Million
Q3 2023 Nov 13, 2023	BUY	$23.35 - $24.92 $56,133 - $59,907	2,404 Added 3.53%	70,570 $1.66 Million
Q2 2023 Aug 08, 2023	BUY	$24.07 - $25.07 $1.64 Million - $1.71 Million	68,166 New	68,166 $1.68 Million

Others Institutions Holding PWZ

# of Institutions

125

Shares Held

20.2M

Call Options Held

12.9K

Put Options Held

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About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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Prospera Financial Services Inc Invesco California Amt Free Mu Transaction History