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

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 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 23,996 shares of PWZ stock, worth $547,828. This represents 0.04% of its overall portfolio holdings.

Number of Shares
23,996
Holding current value
$547,828
% of portfolio
0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
126
Shares Held
20.2M
Call Options Held
12.9K
Put Options Held
0
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

PWZ Quotes by TradingView
  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email