Ae Wealth Management LLC Invesco California Amt Free Mu Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Ae Wealth Management LLC holds 206 shares of PWZ stock, worth $4,997. This represents 0.0% of its overall portfolio holdings.

Number of Shares
206
Holding current value
$4,997
% of portfolio
0.0%

Shares

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

Nov 03, 2025
BUY
$22.77 - $24.07 $4,690 - $4,958
206 New
206 $4,000
Q3 2019

Nov 05, 2019
SELL
$26.89 - $27.69 $208,209 - $214,403
-7,743 Closed
0 $0
Q2 2019

Jul 22, 2019
BUY
$26.2 - $26.94 $1,205 - $1,239
46 Added 0.6%
7,743 $208,000
Q1 2019

May 14, 2019
SELL
$25.62 - $26.39 $19,496 - $20,082
-761 Reduced 9.0%
7,697 $203,000
Q4 2018

Feb 15, 2019
SELL
$25.05 - $25.8 $76,803 - $79,102
-3,066 Reduced 26.61%
8,458 $218,000
Q3 2018

Nov 14, 2018
BUY
$25.39 - $26.0 $292,594 - $299,624
11,524 New
11,524 $294,000

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 Ae Wealth Management LLC Portfolio

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

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email