Ep Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 773,395 shares of PWZ stock, worth $18.9 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

773,395

Previous 760,405 1.71%

Holding current value

$18.9 Million

Previous $18.8 Million 3.4%

% of portfolio

0.17%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$24.63 - $25.25 $319,943 - $327,997	12,990 Added 1.71%	773,395 $19.4 Million
Q2 2024 Aug 19, 2024	SELL	$24.26 - $25.06 $22,780 - $23,531	-939 Reduced 0.12%	760,405 $18.8 Million
Q1 2024 May 14, 2024	SELL	$24.83 - $25.24 $850,700 - $864,747	-34,261 Reduced 4.31%	761,344 $18.9 Million
Q4 2023 Feb 28, 2024	BUY	$22.61 - $25.09 $18 Million - $20 Million	795,605 New	795,605 $19.9 Million
Q3 2022 Dec 02, 2022	BUY	$23.11 - $25.32 $953,218 - $1.04 Million	41,247 Added 39.23%	146,399 $3.39 Million
Q2 2022 Aug 11, 2022	BUY	$23.81 - $25.88 $2.06 Million - $2.24 Million	86,728 Added 470.73%	105,152 $2.56 Million
Q1 2022 May 20, 2022	BUY	$25.72 - $27.89 $473,865 - $513,845	18,424 New	18,424 $475,000

Others Institutions Holding PWZ

# of Institutions

100

Shares Held

14.6M

Call Options Held

Put Options Held

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About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History