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

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

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 25,306 shares of PWZ stock, worth $617,719. This represents 0.02% of its overall portfolio holdings.

Number of Shares
25,306
Previous 25,390 0.33%
Holding current value
$617,719
Previous $636,000 1.73%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
117
Shares Held
19.1M
Call Options Held
21.7K
Put Options Held
13.3K
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

PWZ Quotes by TradingView
  • Ticker PWZ
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