Atlas Legacy Advisors, LLC Invesco California Amt Free Mu Transaction History

Atlas Legacy Advisors, LLC

  • $519 Billion
  • Q3 2025

A detailed history of Atlas Legacy Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 24,840 shares of PWZ stock, worth $602,618. This represents 0.11% of its overall portfolio holdings.

Number of Shares
24,840
Previous 17,663 40.63%
Holding current value
$602,618
Previous $412 Million 44.13%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Oct 30, 2025
BUY
$22.77 - $24.07 $163,420 - $172,750
7,177 Added 40.63%
24,840 $594 Million
Q2 2025

Aug 06, 2025
SELL
$22.71 - $24.18 $9.7 Million - $10.3 Million
-427,325 Reduced 96.03%
17,663 $412 Million
Q1 2025

May 07, 2025
SELL
$23.68 - $24.72 $101,871 - $106,345
-4,302 Reduced 0.96%
444,988 $10.7 Billion
Q4 2024

Jan 31, 2025
BUY
$24.49 - $25.25 $11 Million - $11.3 Million
449,290 New
449,290 $11.1 Billion

Others Institutions Holding PWZ

# of Institutions
128
Shares Held
36.3M
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
Track This Portfolio

Track Atlas Legacy Advisors, LLC Portfolio

Follow Atlas Legacy Advisors, 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 Atlas Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email