A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 15,091 shares of PWZ stock, worth $375,162. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,091
Previous 15,294 1.33%
Holding current value
$375,162
Previous $377,000 0.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

SELL
$24.63 - $25.25 $4,999 - $5,125
-203 Reduced 1.33%
15,091 $378,000
Q2 2024

Jul 19, 2024

SELL
$24.26 - $25.06 $34,885 - $36,036
-1,438 Reduced 8.59%
15,294 $377,000
Q1 2024

Apr 22, 2024

SELL
$24.83 - $25.24 $3,476 - $3,533
-140 Reduced 0.83%
16,732 $416,000
Q4 2023

Jan 16, 2024

BUY
$22.61 - $25.09 $43,569 - $48,348
1,927 Added 12.89%
16,872 $421,000
Q3 2023

Oct 24, 2023

SELL
$23.35 - $24.92 $2,428 - $2,591
-104 Reduced 0.69%
14,945 $350,000
Q2 2023

Jul 25, 2023

SELL
$24.07 - $25.07 $227,293 - $236,736
-9,443 Reduced 38.56%
15,049 $370,000
Q1 2023

Apr 14, 2023

SELL
$24.04 - $25.03 $51,421 - $53,539
-2,139 Reduced 8.03%
24,492 $606,000
Q4 2022

Feb 08, 2023

BUY
$22.71 - $24.56 $4,201 - $4,543
185 Added 0.7%
26,631 $642,000
Q3 2022

Oct 25, 2022

BUY
$23.11 - $25.32 $38,408 - $42,081
1,662 Added 6.71%
26,446 $613,000
Q2 2022

Aug 12, 2022

BUY
$23.81 - $25.88 $158,312 - $172,076
6,649 Added 36.66%
24,784 $603,000
Q1 2022

May 11, 2022

BUY
$25.72 - $27.89 $110,133 - $119,424
4,282 Added 30.91%
18,135 $468,000
Q4 2021

Feb 08, 2022

SELL
$27.55 - $27.98 $14,353 - $14,577
-521 Reduced 3.62%
13,853 $386,000
Q3 2021

Nov 02, 2021

SELL
$27.75 - $28.35 $10,017 - $10,234
-361 Reduced 2.45%
14,374 $399,000
Q2 2021

Aug 11, 2021

BUY
$27.71 - $28.3 $16,210 - $16,555
585 Added 4.13%
14,735 $414,000
Q1 2021

May 14, 2021

BUY
$27.43 - $28.28 $5,897 - $6,080
215 Added 1.54%
14,150 $392,000
Q4 2020

Feb 12, 2021

SELL
$27.31 - $28.08 $35,011 - $35,998
-1,282 Reduced 8.42%
13,935 $390,000
Q3 2020

Nov 04, 2020

SELL
$27.27 - $28.09 $25,333 - $26,095
-929 Reduced 5.75%
15,217 $420,000
Q1 2020

Apr 21, 2020

BUY
$24.58 - $28.35 $1,671 - $1,927
68 Added 0.42%
16,146 $435,000
Q4 2019

Feb 12, 2020

BUY
$27.1 - $27.57 $7,940 - $8,078
293 Added 1.86%
16,078 $440,000
Q3 2019

Nov 07, 2019

BUY
$26.89 - $27.69 $44,476 - $45,799
1,654 Added 11.7%
15,785 $432,000
Q2 2019

Aug 06, 2019

SELL
$26.2 - $26.94 $7,729 - $7,947
-295 Reduced 2.04%
14,131 $380,000
Q1 2019

May 06, 2019

BUY
$25.62 - $26.39 $15,372 - $15,834
600 Added 4.34%
14,426 $380,000
Q4 2018

Feb 11, 2019

SELL
$25.05 - $25.8 $40,004 - $41,202
-1,597 Reduced 10.35%
13,826 $357,000
Q3 2018

Nov 14, 2018

SELL
$25.39 - $26.0 $4,138 - $4,238
-163 Reduced 1.05%
15,423 $393,000
Q2 2018

Jul 30, 2018

BUY
$25.43 - $26.03 $396,351 - $405,703
15,586 New
15,586 $403,000

Others Institutions Holding PWZ

About INVESCO CALIFORNIA AMT-FREE MU


  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
Track This Portfolio

Track Raymond James Financial Services Advisors, Inc. Portfolio

Follow Raymond James Financial Services Advisors, Inc. 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 Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.