Avantax Advisory Services, Inc. Invesco California Amt Free Mu Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 16,332 shares of PWZ stock, worth $396,214. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,332

Previous 16,617 1.72%

Holding current value

$396,214

Previous $396,000 3.79%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$22.71 - $24.18 $6,472 - $6,891	-285 Reduced 1.72%	16,332 $381,000
Q3 2024 Nov 13, 2024	BUY	$24.63 - $25.25 $9,852 - $10,100	400 Added 2.47%	16,617 $416,000
Q4 2023 Feb 07, 2024	SELL	$22.61 - $25.09 $6,014 - $6,673	-266 Reduced 1.61%	16,217 $405,000
Q3 2023 Nov 07, 2023	SELL	$23.35 - $24.92 $194,388 - $207,459	-8,325 Reduced 33.56%	16,483 $386,000
Q2 2023 Aug 11, 2023	SELL	$24.07 - $25.07 $56,588 - $58,939	-2,351 Reduced 8.66%	24,808 $611,000

Q1 2023 Apr 28, 2023	BUY	$24.04 - $25.03 $83,635 - $87,079	3,479 Added 14.69%	27,159 $672,000
Q4 2022 Feb 13, 2023	BUY	$22.71 - $24.56 $16,578 - $17,928	730 Added 3.18%	23,680 $571,000
Q3 2022 Nov 01, 2022	BUY	$23.11 - $25.32 $530,374 - $581,094	22,950 New	22,950 $532,000

Others Institutions Holding PWZ

# of Institutions

132

Shares Held

36.5M

Call Options Held

Put Options Held

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About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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Avantax Advisory Services, Inc. Invesco California Amt Free Mu Transaction History