Pure Financial Advisors, LLC Invesco California Amt Free Mu Transaction History

Pure Financial Advisors, LLC

$5.49 Billion
Q2 2025

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 304,528 shares of PWZ stock, worth $6.95 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

304,528

Previous 60,579 402.7%

Holding current value

$6.95 Million

Previous $1.44 Million 392.17%

% of portfolio

0.13%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$22.71 - $24.18 $5.54 Million - $5.9 Million	243,949 Added 402.7%	304,528 $7.11 Million
Q1 2025 Apr 23, 2025	SELL	$23.68 - $24.72 $15,249 - $15,919	-644 Reduced 1.05%	60,579 $1.44 Million
Q4 2024 Jan 16, 2025	BUY	$24.49 - $25.25 $97,666 - $100,697	3,988 Added 6.97%	61,223 $1.51 Million
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

# of Institutions

126

Shares Held

20.2M

Call Options Held

12.9K

Put Options Held

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
Sector ETFs
Industry ETFs

More about PWZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pure Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pure Financial Advisors, LLC with notifications on news.

Account

Pure Financial Advisors, LLC Invesco California Amt Free Mu Transaction History