Wealthsource Partners, LLC Invesco California Amt Free Mu Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Wealthsource Partners, LLC holds 117,259 shares of PWZ stock, worth $2.76 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
117,259
Previous 164,167 28.57%
Holding current value
$2.76 Million
Previous $3.85 Million 23.96%
% of portfolio
0.19%
Previous 0.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$22.61 - $25.09 $1.06 Million - $1.18 Million
-46,908 Reduced 28.57%
117,259 $2.93 Million
Q3 2023

Nov 09, 2023
BUY
$23.35 - $24.92 $1.75 Million - $1.87 Million
74,874 Added 83.85%
164,167 $3.85 Million
Q2 2023

Aug 14, 2023
BUY
$24.07 - $25.07 $32,326 - $33,669
1,343 Added 1.53%
89,293 $2.2 Million
Q1 2023

May 15, 2023
BUY
$24.04 - $25.03 $152,750 - $159,040
6,354 Added 7.79%
87,950 $2.18 Million
Q4 2022

Feb 09, 2023
BUY
$22.71 - $24.56 $1.42 Million - $1.54 Million
62,603 Added 329.61%
81,596 $1.97 Million
Q3 2022

Nov 14, 2022
SELL
$23.11 - $25.32 $952,779 - $1.04 Million
-41,228 Reduced 68.46%
18,993 $440,000
Q2 2022

Aug 10, 2022
BUY
$23.81 - $25.88 $775,277 - $842,678
32,561 Added 117.72%
60,221 $1.47 Million
Q1 2022

May 09, 2022
BUY
$25.72 - $27.89 $408,999 - $443,506
15,902 Added 135.24%
27,660 $714,000
Q4 2021

Feb 14, 2022
BUY
$27.55 - $27.98 $323,932 - $328,988
11,758 New
11,758 $328,000
Q4 2019

Feb 12, 2020
SELL
$27.1 - $27.57 $1.22 Million - $1.24 Million
-45,153 Closed
0 $0
Q3 2019

Nov 15, 2019
BUY
$26.89 - $27.69 $1.21 Million - $1.25 Million
45,153 New
45,153 $1.24 Million

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

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

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email