A detailed history of Wealthcare Advisory Partners LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 17,668 shares of PWZ stock, worth $441,700. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,668
Previous 17,668 -0.0%
Holding current value
$441,700
Previous $439,000 0.91%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$24.83 - $25.24 $60,659 - $61,661
2,443 Added 16.05%
17,668 $439,000
Q4 2023

Feb 06, 2024

BUY
$22.61 - $25.09 $18,065 - $20,046
799 Added 5.54%
15,225 $380,000
Q3 2023

Oct 12, 2023

BUY
$23.35 - $24.92 $129,662 - $138,380
5,553 Added 62.58%
14,426 $338,000
Q2 2023

Jul 17, 2023

BUY
$24.07 - $25.07 $213,573 - $222,446
8,873 New
8,873 $218,000
Q3 2022

Nov 14, 2022

BUY
$23.45 - $25.32 $103,414 - $111,661
4,410 Added 30.63%
18,808 $436,000
Q2 2022

Aug 15, 2022

SELL
$23.81 - $25.88 $415,508 - $451,631
-17,451 Reduced 54.79%
14,398 $350,000
Q1 2022

Apr 15, 2022

BUY
$25.72 - $27.89 $819,156 - $888,268
31,849 New
31,849 $822,000

Others Institutions Holding PWZ

About INVESCO CALIFORNIA AMT-FREE MU


  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
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