First Foundation Advisors Invesco California Amt Free Mu Transaction History

First Foundation Advisors

$2.59 Billion
Q4 2024

A detailed history of First Foundation Advisors transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, First Foundation Advisors holds 1,352,308 shares of PWZ stock, worth $31.1 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

1,352,308

Previous 1,504,361 10.11%

Holding current value

$31.1 Million

Previous $37.7 Million 11.47%

% of portfolio

1.29%

Previous 1.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$24.49 - $25.25 $3.72 Million - $3.84 Million	-152,053 Reduced 10.11%	1,352,308 $33.4 Million
Q3 2024 Nov 13, 2024	SELL	$24.63 - $25.25 $1.33 Million - $1.36 Million	-53,972 Reduced 3.46%	1,504,361 $37.7 Million
Q2 2024 Aug 06, 2024	BUY	$24.26 - $25.06 $37.8 Million - $39.1 Million	1,558,333 New	1,558,333 $38.4 Million
Q1 2024 May 09, 2024	BUY	$24.83 - $25.24 $11.7 Million - $11.9 Million	470,093 Added 38.79%	1,682,055 $41.8 Million
Q4 2023 Feb 14, 2024	BUY	$22.61 - $25.09 $924,342 - $1.03 Million	40,882 Added 3.49%	1,211,962 $30.3 Million
Q3 2023 Nov 15, 2023	BUY	$23.35 - $24.92 $12.2 Million - $13 Million	520,876 Added 80.11%	1,171,080 $27.5 Million
Q2 2023 Aug 14, 2023	BUY	$24.07 - $25.07 $15.4 Million - $16 Million	639,851 Added 6180.34%	650,204 $16 Million
Q1 2023 May 12, 2023	BUY	$24.04 - $25.03 $248,886 - $259,135	10,353 New	10,353 $256,000

Others Institutions Holding PWZ

# of Institutions

117

Shares Held

19.7M

Call Options Held

21.7K

Put Options Held

13.3K

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
Sector ETFs
Industry ETFs

More about PWZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Account

First Foundation Advisors Invesco California Amt Free Mu Transaction History