Avantax Planning Partners, Inc. Invesco California Amt Free Mu Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 15,239 shares of PWZ stock, worth $369,698. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,239

Previous 15,296 0.37%

Holding current value

$369,698

Previous $357,000 1.96%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$22.77 - $24.07 $1,297 - $1,371	-57 Reduced 0.37%	15,239 $364,000
Q2 2025 Aug 11, 2025	SELL	$22.71 - $24.18 $223,738 - $238,221	-9,852 Reduced 39.18%	15,296 $357,000
Q1 2025 Apr 28, 2025	SELL	$23.68 - $24.72 $3,741 - $3,905	-158 Reduced 0.62%	25,148 $599,000
Q4 2024 Feb 07, 2025	SELL	$24.49 - $25.25 $2,057 - $2,121	-84 Reduced 0.33%	25,306 $625,000
Q1 2024 May 02, 2024	SELL	$24.83 - $25.24 $33,669 - $34,225	-1,356 Reduced 5.07%	25,390 $631,000

Q4 2023 Feb 09, 2024	BUY	$22.61 - $25.09 $326,850 - $362,701	14,456 Added 117.62%	26,746 $668,000
Q1 2023 Apr 20, 2023	SELL	$24.04 - $25.03 $4,880 - $5,081	-203 Reduced 1.62%	12,290 $304,000
Q4 2022 Feb 09, 2023	BUY	$22.71 - $24.56 $283,716 - $306,828	12,493 New	12,493 $301,000

Others Institutions Holding PWZ

# of Institutions

132

Shares Held

36.5M

Call Options Held

Put Options Held

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
Sector ETFs
Industry ETFs

More about PWZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Invesco California Amt Free Mu Transaction History