Axxcess Wealth Management, LLC Invesco California Amt Free Mu Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 9,700 shares of PWZ stock, worth $237,165. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,700
Previous 11,700 17.09%
Holding current value
$237,165
Previous $288,000 15.63%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$24.63 - $25.25 $49,260 - $50,500
-2,000 Reduced 17.09%
9,700 $243,000
Q2 2024

Aug 09, 2024
SELL
$24.26 - $25.06 $309,072 - $319,264
-12,740 Reduced 52.13%
11,700 $288,000
Q1 2024

May 14, 2024
BUY
$24.83 - $25.24 $606,845 - $616,865
24,440 New
24,440 $607,000

Others Institutions Holding PWZ

# of Institutions
102
Shares Held
14.9M
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
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