Wealthfront Advisers LLC Invesco California Amt Free Mu Transaction History

Wealthfront Advisers LLC

$34.9 Billion
Q1 2025

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 147,159 shares of PWZ stock, worth $3.46 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

147,159

Previous 73,702 99.67%

Holding current value

$3.46 Million

Previous $1.82 Million 92.8%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

120

Shares Held

20.3M

Call Options Held

21.7K

Put Options Held

13.3K

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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Wealthfront Advisers LLC Invesco California Amt Free Mu Transaction History