Wealthspire Advisors, LLC Invesco California Amt Free Mu Transaction History

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 393 shares of PWZ stock, worth $9,534. This represents 0.0% of its overall portfolio holdings.

Number of Shares
393
Holding current value
$9,534
% of portfolio
0.0%

Shares

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

Nov 13, 2025
BUY
$22.77 - $24.07 $8,948 - $9,459
393 New
393 $9,000
Q1 2019

May 08, 2019
SELL
$25.62 - $26.39 $11,016 - $11,347
-430 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$25.05 - $25.8 $10,771 - $11,094
430 New
430 $11,000

Others Institutions Holding PWZ

# of Institutions
127
Shares Held
36.2M
Call Options Held
0
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
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