Wealthcare Advisory Partners LLC Invesco California Amt Free Mu Transaction History

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

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 17,505 shares of PWZ stock, worth $431,848. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,505
Previous 17,406 0.57%
Holding current value
$431,848
Previous $436,000 0.92%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$24.49 - $25.25 $2,424 - $2,499
99 Added 0.57%
17,505 $432,000
Q3 2024

Nov 04, 2024
SELL
$24.63 - $25.25 $6,453 - $6,615
-262 Reduced 1.48%
17,406 $436,000
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
$23.11 - $25.32 $101,915 - $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

# 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

PWZ Quotes by TradingView
  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
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