Charles Schwab Investment Management Inc Invesco California Amt Free Mu Transaction History

Charles Schwab Investment Management Inc

  • $527 Billion
  • Q4 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 8,836 shares of PWZ stock, worth $216,658. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,836
Previous 13,027 32.17%
Holding current value
$216,658
Previous $326,000 33.13%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$24.49 - $25.25 $102,637 - $105,822
-4,191 Reduced 32.17%
8,836 $218,000
Q3 2024

Nov 12, 2024
SELL
$24.63 - $25.25 $240 Million - $246 Million
-9,727,414 Reduced 99.87%
13,027 $326,000
Q2 2024

Aug 12, 2024
BUY
$24.26 - $25.06 $236 Million - $244 Million
9,740,441 New
9,740,441 $240 Million
Q1 2021

May 17, 2021
SELL
$27.43 - $28.28 $301,730 - $311,080
-11,000 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$27.31 - $28.08 $300,410 - $308,880
11,000 New
11,000 $308,000

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

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  • Ticker PWZ
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