Strategic Wealth Advisors Group, LLC Invesco California Amt Free Mu Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 188,372 shares of PWZ stock, worth $4.65 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

188,372

Previous 178,652 5.44%

Holding current value

$4.65 Million

Previous $4.41 Million 1.0%

% of portfolio

0.19%

Previous 0.19%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$23.11 - $25.32 $224,629 - $246,110	9,720 Added 5.44%	188,372 $4.37 Million
Q2 2022 Aug 12, 2022	BUY	$23.81 - $25.88 $244,481 - $265,735	10,268 Added 6.1%	178,652 $4.41 Million
Q1 2022 May 10, 2022	BUY	$25.72 - $27.89 $1.18 Million - $1.28 Million	46,057 Added 37.65%	168,384 $4.35 Million
Q4 2021 Feb 16, 2022	BUY	$27.55 - $27.98 $3.37 Million - $3.42 Million	122,327 New	122,327 $3.41 Million
Q3 2021 Nov 17, 2021	SELL	$27.75 - $28.35 $4.37 Million - $4.47 Million	-157,534 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$27.71 - $28.3 $415,345 - $424,188	14,989 Added 10.52%	157,534 $4.43 Million
Q1 2021 May 07, 2021	BUY	$27.43 - $28.28 $170,834 - $176,127	6,228 Added 4.57%	142,545 $3.94 Million
Q4 2020 Feb 12, 2021	BUY	$27.31 - $28.08 $191,470 - $196,868	7,011 Added 5.42%	136,317 $3.82 Million
Q3 2020 Nov 30, 2020	BUY	$27.27 - $28.09 $130,950 - $134,888	4,802 Added 3.86%	129,306 $3.57 Million
Q2 2020 Aug 03, 2020	BUY	$25.52 - $27.41 $94,679 - $101,691	3,710 Added 3.07%	124,504 $3.4 Million
Q1 2020 May 05, 2020	BUY	$24.58 - $28.35 $101,171 - $116,688	4,116 Added 3.53%	120,794 $3.15 Million
Q4 2019 Feb 10, 2020	BUY	$27.1 - $27.57 $112,573 - $114,525	4,154 Added 3.69%	116,678 $3.19 Million
Q3 2019 Nov 04, 2019	BUY	$26.89 - $27.69 $204,579 - $210,665	7,608 Added 7.25%	112,524 $3.08 Million
Q2 2019 Aug 13, 2019	BUY	$26.2 - $26.94 $2.75 Million - $2.83 Million	104,916 New	104,916 $2.82 Million
Q1 2019 May 02, 2019	SELL	$25.62 - $26.39 $2.6 Million - $2.68 Million	-101,406 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$25.05 - $25.8 $2.54 Million - $2.62 Million	101,406 New	101,406 $2.61 Million

Others Institutions Holding PWZ

# of Institutions

116

Shares Held

19.1M

Call Options Held

21.7K

Put Options Held

13.3K

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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Account

Strategic Wealth Advisors Group, LLC Invesco California Amt Free Mu Transaction History