Stifel Financial Corp Invesco California Amt Free Mu Transaction History

Stifel Financial Corp

$99.8 Billion
Q2 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 17,416 shares of PWZ stock, worth $423,557. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,416

Previous 22,862 23.82%

Holding current value

$423,557

Previous $545,000 25.5%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$22.71 - $24.18 $123,678 - $131,684	-5,446 Reduced 23.82%	17,416 $406,000
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

123

Shares Held

23.1M

Call Options Held

44.5K

Put Options Held

18.6K

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About INVESCO CALIFORNIA AMT-FREE MU

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Stifel Financial Corp Invesco California Amt Free Mu Transaction History