Dynamic Wealth Strategies, LLC Invesco California Amt Free Mu Transaction History

Dynamic Wealth Strategies, LLC

$149 Million
Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 6,998 shares of PWZ stock, worth $169,771. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,998

Previous 9,717 27.98%

Holding current value

$169,771

Previous $226,000 26.11%

% of portfolio

0.11%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$22.77 - $24.07 $61,911 - $65,446	-2,719 Reduced 27.98%	6,998 $167,000
Q2 2025 Aug 13, 2025	SELL	$22.71 - $24.18 $557,575 - $593,667	-24,552 Reduced 71.64%	9,717 $226,000
Q4 2024 Feb 13, 2025	SELL	$24.49 - $25.25 $33,159 - $34,188	-1,354 Reduced 3.8%	34,269 $846,000
Q3 2024 Nov 13, 2024	SELL	$24.63 - $25.25 $59,555 - $61,054	-2,418 Reduced 6.36%	35,623 $893,000
Q2 2024 Aug 15, 2024	SELL	$24.26 - $25.06 $7,350 - $7,593	-303 Reduced 0.79%	38,041 $938,000

Q1 2024 May 15, 2024	BUY	$24.83 - $25.24 $835,703 - $849,502	33,657 Added 718.09%	38,344 $954,000
Q4 2023 Feb 13, 2024	BUY	$22.61 - $25.09 $105,973 - $117,596	4,687 New	4,687 $117 Million

Others Institutions Holding PWZ

# of Institutions

128

Shares Held

36.2M

Call Options Held

Put Options Held

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About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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Dynamic Wealth Strategies, LLC Invesco California Amt Free Mu Transaction History