Simpli Fi, Inc. Invesco California Amt Free Mu Transaction History

Simpli Fi, Inc.

$220 Million
Q3 2024

A detailed history of Simpli Fi, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Simpli Fi, Inc. holds 60,706 shares of PWZ stock, worth $1.51 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

60,706

Previous 60,187 0.86%

Holding current value

$1.51 Million

Previous $1.48 Million 2.56%

% of portfolio

0.69%

Previous 0.69%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$24.63 - $25.25 $12,782 - $13,104	519 Added 0.86%	60,706 $1.52 Million
Q2 2024 Jul 25, 2024	BUY	$24.26 - $25.06 $30,106 - $31,099	1,241 Added 2.11%	60,187 $1.48 Million
Q1 2024 Apr 22, 2024	SELL	$24.83 - $25.24 $150,097 - $152,575	-6,045 Reduced 9.3%	58,946 $1.47 Million
Q3 2023 Oct 10, 2023	BUY	$23.35 - $24.92 $11,137 - $11,886	477 Added 0.74%	64,991 $1.53 Million
Q2 2023 Jul 17, 2023	BUY	$24.07 - $25.07 $623,461 - $649,363	25,902 Added 67.08%	64,514 $1.59 Million
Q1 2023 Apr 19, 2023	BUY	$24.04 - $25.03 $928,232 - $966,458	38,612 New	38,612 $956,000
Q3 2022 Oct 18, 2022	BUY	$23.11 - $25.32 $4,645 - $5,089	201 Added 0.79%	25,787 $597,000
Q2 2022 Jul 20, 2022	BUY	$23.81 - $25.88 $3,381 - $3,674	142 Added 0.56%	25,586 $622,000
Q1 2022 Apr 14, 2022	BUY	$25.72 - $27.89 $119,495 - $129,576	4,646 Added 22.34%	25,444 $656,000
Q4 2021 Jan 20, 2022	BUY	$27.55 - $27.98 $303,105 - $307,835	11,002 Added 112.31%	20,798 $580,000
Q3 2021 Oct 14, 2021	BUY	$27.75 - $28.35 $271,839 - $277,716	9,796 New	9,796 $272,000

Others Institutions Holding PWZ

# of Institutions

100

Shares Held

14.6M

Call Options Held

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 Simpli Fi, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Simpli Fi, Inc. with notifications on news.

Account