Robertson Stephens Wealth Management, LLC Invesco California Amt Free Mu Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 23,848 shares of PWZ stock, worth $545,165. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,848
Previous 23,848 -0.0%
Holding current value
$545,165
Previous $568,000 2.11%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$24.63 - $25.25 $587,376 - $602,162
23,848 New
23,848 $598,000

Others Institutions Holding PWZ

# of Institutions
125
Shares Held
20.2M
Call Options Held
12.9K
Put Options Held
0
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

PWZ Quotes by TradingView
  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC 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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email