Stifel Financial Corp Invesco California Amt Free Mu Transaction History

Stifel Financial Corp

  • $91.8 Billion
  • Q1 2025

A detailed history of Stifel Financial Corp transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Stifel Financial Corp holds 22,862 shares of PWZ stock, worth $537,714. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,862
Previous 18,003 26.99%
Holding current value
$537,714
Previous $444,000 22.75%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$23.68 - $24.72 $115,061 - $120,114
4,859 Added 26.99%
22,862 $545,000
Q4 2024

Feb 13, 2025
BUY
$24.49 - $25.25 $15,061 - $15,528
615 Added 3.54%
18,003 $444,000
Q3 2024

Nov 14, 2024
SELL
$24.63 - $25.25 $34,482 - $35,350
-1,400 Reduced 7.45%
17,388 $436,000
Q2 2024

Aug 13, 2024
SELL
$24.26 - $25.06 $58,029 - $59,943
-2,392 Reduced 11.29%
18,788 $463,000
Q1 2024

May 13, 2024
BUY
$24.83 - $25.24 $160,972 - $163,630
6,483 Added 44.11%
21,180 $526,000
Q4 2023

Feb 12, 2024
BUY
$22.61 - $25.09 $62,358 - $69,198
2,758 Added 23.1%
14,697 $367,000
Q3 2023

Nov 13, 2023
BUY
$23.35 - $24.92 $278,775 - $297,519
11,939 New
11,939 $280,000

Others Institutions Holding PWZ

# of Institutions
129
Shares Held
20.7M
Call Options Held
12.9K
Put Options Held
0
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

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