Resources Investment Advisors, Llc. Invesco California Amt Free Mu Transaction History

Resources Investment Advisors, Llc.

$8.37 Billion
Q2 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 45,580 shares of PWZ stock, worth $1.11 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

45,580

Previous 115,384 60.5%

Holding current value

$1.11 Million

Previous $2.75 Million 61.36%

% of portfolio

0.01%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$22.71 - $24.18 $1.59 Million - $1.69 Million	-69,804 Reduced 60.5%	45,580 $1.06 Million
Q1 2025 Apr 28, 2025	BUY	$23.68 - $24.72 $203,103 - $212,023	8,577 Added 8.03%	115,384 $2.75 Million
Q4 2024 Feb 13, 2025	BUY	$24.49 - $25.25 $63,233 - $65,195	2,582 Added 2.48%	106,807 $2.64 Million
Q3 2024 Nov 06, 2024	SELL	$24.63 - $25.25 $188,567 - $193,314	-7,656 Reduced 6.84%	104,225 $2.61 Million
Q2 2024 Aug 02, 2024	BUY	$24.26 - $25.06 $2.71 Million - $2.8 Million	111,881 New	111,881 $2.76 Million
Q1 2022 May 05, 2022	SELL	$25.72 - $27.89 $296,577 - $321,599	-11,531 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$27.55 - $27.98 $317,679 - $322,637	11,531 New	11,531 $322,000

Others Institutions Holding PWZ

# of Institutions

123

Shares Held

23.2M

Call Options Held

44.5K

Put Options Held

18.6K

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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Resources Investment Advisors, Llc. Invesco California Amt Free Mu Transaction History