Steward Partners Investment Advisory, LLC Invesco California Amt Free Mu Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 10,407 shares of PWZ stock, worth $242,170. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,407
Previous 10,407 -0.0%
Holding current value
$242,170
Previous $257,000 3.5%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$24.49 - $25.25 $3,844 - $3,964
157 Added 1.53%
10,407 $257,000
Q3 2024

Nov 14, 2024
BUY
$24.63 - $25.25 $252,457 - $258,812
10,250 New
10,250 $257,000
Q1 2020

Apr 29, 2020
SELL
$24.58 - $28.35 $95,640 - $110,309
-3,891 Closed
0 $0
Q2 2019

Jul 25, 2019
BUY
$26.2 - $26.94 $101,944 - $104,823
3,891 New
3,891 $104,000

Others Institutions Holding PWZ

# of Institutions
129
Shares Held
20.5M
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
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More about PWZ
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