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 5,171,896 shares of PWZ stock, worth $120 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,171,896
Previous 147,159 3414.5%
Holding current value
$120 Million
Previous $3.51 Million 3340.07%
% of portfolio
0.32%
Previous 0.01%

Shares

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

Jul 31, 2025

BUY
$22.71 - $24.18 $114 Million - $121 Million
5,024,737 Added 3414.5%
5,171,896 $121 Million
Q1 2025

May 02, 2025

BUY
$23.68 - $24.72 $1.74 Million - $1.82 Million
73,457 Added 99.67%
147,159 $3.51 Million
Q4 2024

Apr 01, 2025

BUY
$24.49 - $25.25 $304,386 - $313,832
12,429 Added 20.28%
73,702 $1.82 Million
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

About INVESCO CALIFORNIA AMT-FREE MU


  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
Track This Portfolio

Track Wealthfront Advisers LLC Portfolio

Follow Wealthfront Advisers 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 Wealthfront Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthfront Advisers LLC with notifications on news.