A detailed history of Pure Financial Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Pure Financial Advisors, LLC holds 57,235 shares of PWZ stock, worth $1.42 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
57,235
Previous 57,223 0.02%
Holding current value
$1.42 Million
Previous $1.41 Million 1.7%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 29, 2024

BUY
$24.63 - $25.25 $295 - $303
12 Added 0.02%
57,235 $1.44 Million
Q2 2024

Jul 18, 2024

SELL
$24.26 - $25.06 $464,918 - $480,249
-19,164 Reduced 25.09%
57,223 $1.41 Million
Q1 2024

Apr 16, 2024

SELL
$24.83 - $25.24 $20,733 - $21,075
-835 Reduced 1.08%
76,387 $1.9 Million
Q4 2023

Jan 08, 2024

SELL
$22.61 - $25.09 $1.32 Million - $1.46 Million
-58,245 Reduced 43.0%
77,222 $1.93 Million
Q3 2023

Oct 10, 2023

BUY
$23.35 - $24.92 $1.4 Million - $1.49 Million
59,762 Added 78.94%
135,467 $3.18 Million
Q2 2023

Jul 10, 2023

BUY
$24.07 - $25.07 $10,999 - $11,456
457 Added 0.61%
75,705 $1.87 Million
Q1 2023

Apr 11, 2023

BUY
$24.04 - $25.03 $13,246 - $13,791
551 Added 0.74%
75,248 $1.86 Million
Q4 2022

Jan 09, 2023

BUY
$22.71 - $24.56 $996,151 - $1.08 Million
43,864 Added 142.26%
74,697 $0
Q3 2022

Oct 06, 2022

SELL
$23.11 - $25.32 $128,237 - $140,500
-5,549 Reduced 15.25%
30,833 $714,000
Q2 2022

Jul 08, 2022

BUY
$23.81 - $25.88 $275,124 - $299,043
11,555 Added 46.54%
36,382 $885,000
Q1 2022

Apr 12, 2022

BUY
$25.72 - $27.89 $638,550 - $692,425
24,827 New
24,827 $641,000

Others Institutions Holding PWZ

About INVESCO CALIFORNIA AMT-FREE MU


  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
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