Warren Street Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History

Warren Street Wealth Advisors, LLC

  • $292 Million
  • Q2 2025

A detailed history of Warren Street Wealth Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 19,907 shares of PWZ stock, worth $457,861. This represents 0.16% of its overall portfolio holdings.

Number of Shares
19,907
Previous 20,572 3.23%
Holding current value
$457,861
Previous $490,000 5.31%
% of portfolio
0.16%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$22.71 - $24.18 $15,102 - $16,079
-665 Reduced 3.23%
19,907 $464,000
Q1 2025

Apr 10, 2025
SELL
$23.68 - $24.72 $13,331 - $13,917
-563 Reduced 2.66%
20,572 $490,000
Q4 2024

Jan 29, 2025
SELL
$24.49 - $25.25 $11,608 - $11,968
-474 Reduced 2.19%
21,135 $522,000
Q3 2024

Oct 18, 2024
BUY
$24.63 - $25.25 $532,229 - $545,627
21,609 New
21,609 $541,000
Q1 2024

Apr 30, 2024
SELL
$24.83 - $25.24 $45,960 - $46,719
-1,851 Reduced 7.75%
22,020 $547,000
Q4 2023

Mar 19, 2024
SELL
$22.61 - $25.09 $58,288 - $64,682
-2,578 Reduced 9.75%
23,871 $596,000
Q3 2023

Oct 18, 2023
BUY
$23.35 - $24.92 $617,584 - $659,109
26,449 New
26,449 $620,000
Q1 2023

Apr 28, 2023
SELL
$24.04 - $25.03 $30,987 - $32,263
-1,289 Reduced 4.32%
28,537 $706,000
Q4 2022

Feb 01, 2023
BUY
$22.71 - $24.56 $409,347 - $442,694
18,025 Added 152.74%
29,826 $719,000
Q3 2022

Oct 19, 2022
SELL
$23.11 - $25.32 $18,534 - $20,306
-802 Reduced 6.36%
11,801 $273,000
Q2 2022

Jul 18, 2022
BUY
$23.81 - $25.88 $300,077 - $326,165
12,603 New
12,603 $307,000

Others Institutions Holding PWZ

# of Institutions
121
Shares Held
24.2M
Call Options Held
44.5K
Put Options Held
18.6K
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

PWZ Quotes by TradingView
  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
Track This Portfolio

Track Warren Street Wealth Advisors, LLC Portfolio

Follow Warren Street Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Street Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Street Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email