Allworth Financial LP Invesco California Amt Free Mu Transaction History

Allworth Financial LP

  • $22 Billion
  • Q3 2025

A detailed history of Allworth Financial LP transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Allworth Financial LP holds 96,261 shares of PWZ stock, worth $2.34 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
96,261
Previous 134,636 28.5%
Holding current value
$2.34 Million
Previous $3.14 Million 26.73%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Dec 02, 2025
SELL
$22.77 - $24.07 $873,798 - $923,686
-38,375 Reduced 28.5%
96,261 $2.3 Million
Q2 2025

Aug 07, 2025
SELL
$22.71 - $24.18 $1.17 Million - $1.24 Million
-51,454 Reduced 27.65%
134,636 $3.14 Million
Q1 2025

Apr 30, 2025
SELL
$23.68 - $24.72 $1.01 Million - $1.05 Million
-42,476 Reduced 18.58%
186,090 $4.44 Million
Q4 2024

Jan 30, 2025
BUY
$24.49 - $25.25 $277,520 - $286,133
11,332 Added 5.22%
228,566 $5.65 Million
Q3 2024

Oct 23, 2024
BUY
$24.63 - $25.25 $77,584 - $79,537
3,150 Added 1.47%
217,234 $5.45 Million
Q2 2024

Jul 23, 2024
BUY
$24.26 - $25.06 $667,125 - $689,124
27,499 Added 14.74%
214,084 $5.28 Million
Q1 2024

Apr 25, 2024
SELL
$24.83 - $25.24 $108,755 - $110,551
-4,380 Reduced 2.29%
186,585 $4.64 Million
Q4 2023

Jan 24, 2024
BUY
$22.61 - $25.09 $2.31 Million - $2.56 Million
102,143 Added 115.0%
190,965 $4.77 Million
Q3 2023

Oct 31, 2023
BUY
$23.35 - $24.92 $263,201 - $280,898
11,272 Added 14.54%
88,822 $2.08 Million
Q2 2023

Jul 18, 2023
BUY
$24.07 - $25.07 $159,030 - $165,637
6,607 Added 9.31%
77,550 $1.91 Million
Q1 2023

Apr 18, 2023
BUY
$24.04 - $25.03 $370,696 - $385,962
15,420 Added 27.77%
70,943 $1.76 Million
Q4 2022

Jan 13, 2023
SELL
$22.71 - $24.56 $242,747 - $262,521
-10,689 Reduced 16.14%
55,523 $0
Q3 2022

Oct 18, 2022
BUY
$23.11 - $25.32 $622,282 - $681,791
26,927 Added 68.54%
66,212 $1.53 Million
Q2 2022

Jul 13, 2022
SELL
$23.81 - $25.88 $5.49 Million - $5.96 Million
-230,443 Reduced 85.44%
39,285 $955,000
Q1 2022

Apr 22, 2022
BUY
$25.72 - $27.89 $6.93 Million - $7.52 Million
269,573 Added 173918.06%
269,728 $6.96 Million
Q3 2018

Oct 30, 2018
BUY
$25.39 - $26.0 $3,935 - $4,030
155 New
155 $4,000

Others Institutions Holding PWZ

# of Institutions
128
Shares Held
36.2M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

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  • Ticker PWZ
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