Wealth Plan Investment Management, LLC Invesco California Amt Free Mu Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 18,938 shares of PWZ stock, worth $460,572. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,938
Previous 23,996 21.08%
Holding current value
$460,572
Previous $560,000 19.29%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$22.77 - $24.07 $115,170 - $121,746
-5,058 Reduced 21.08%
18,938 $452,000
Q2 2025

Jul 28, 2025
BUY
$22.71 - $24.18 $544,949 - $580,223
23,996 New
23,996 $560,000

Others Institutions Holding PWZ

# of Institutions
123
Shares Held
23.2M
Call Options Held
44.5K
Put Options Held
18.6K
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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