Wealthfront Advisers LLC Invesco California Amt Free Mu Transaction History

Wealthfront Advisers LLC

  • $120 Billion
  • Q4 2024

A detailed history of Wealthfront Advisers LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Wealthfront Advisers LLC holds 61,273 shares of PWZ stock, worth $1.51 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
61,273
Previous 34,538 77.41%
Holding current value
$1.51 Million
Previous $866,000 74.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 07, 2025
BUY
$24.49 - $25.25 $654,740 - $675,058
26,735 Added 77.41%
61,273 $1.51 Million
Q3 2024

Nov 12, 2024
BUY
$24.63 - $25.25 $13,201 - $13,534
536 Added 1.58%
34,538 $866,000
Q2 2024

Aug 14, 2024
SELL
$24.26 - $25.06 $15,259 - $15,762
-629 Reduced 1.82%
34,002 $838,000
Q1 2024

Apr 19, 2024
SELL
$24.83 - $25.24 $9,137 - $9,288
-368 Reduced 1.05%
34,631 $861,000
Q4 2023

Feb 09, 2024
BUY
$22.61 - $25.09 $791,327 - $878,124
34,999 New
34,999 $874,000
Q1 2023

Apr 28, 2023
BUY
$24.04 - $25.03 $234,846 - $244,518
9,769 New
9,769 $241,000

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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