Global Retirement Partners, LLC Invesco California Amt Free Mu Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Global Retirement Partners, LLC holds 7,727 shares of PWZ stock, worth $187,457. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,727

Previous 12,545 38.41%

Holding current value

$187,457

Previous $292,000 36.99%

% of portfolio

0.0%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$22.77 - $24.07 $109,705 - $115,969	-4,818 Reduced 38.41%	7,727 $184,000
Q2 2025 Aug 12, 2025	SELL	$22.71 - $24.18 $194,806 - $207,416	-8,578 Reduced 40.61%	12,545 $292,000
Q4 2024 Jan 31, 2025	BUY	$24.49 - $25.25 $97 - $101	4 Added 0.02%	21,123 $521,000
Q3 2024 Oct 16, 2024	BUY	$24.63 - $25.25 $12,315 - $12,625	500 Added 2.42%	21,119 $529,000
Q2 2024 Jul 23, 2024	BUY	$24.26 - $25.06 $48,980 - $50,596	2,019 Added 10.85%	20,619 $508,000

Q1 2024 Apr 23, 2024	BUY	$24.83 - $25.24 $24,929 - $25,340	1,004 Added 5.71%	18,600 $462,000
Q4 2023 Jan 18, 2024	SELL	$22.61 - $25.09 $78,094 - $86,660	-3,454 Reduced 16.41%	17,596 $439,000
Q3 2023 Oct 13, 2023	BUY	$23.35 - $24.92 $50,529 - $53,926	2,164 Added 11.46%	21,050 $494,000
Q2 2023 Jul 20, 2023	BUY	$24.07 - $25.07 $119,988 - $124,973	4,985 Added 35.86%	18,886 $465,000
Q1 2023 May 05, 2023	BUY	$24.04 - $25.03 $601 - $625	25 Added 0.18%	13,901 $344,000
Q4 2022 Feb 13, 2023	SELL	$22.71 - $24.56 $11,559 - $12,501	-509 Reduced 3.54%	13,876 $334,000
Q3 2022 Nov 03, 2022	BUY	$23.11 - $25.32 $11,970 - $13,115	518 Added 3.74%	14,385 $328,000
Q2 2022 Jul 15, 2022	SELL	$23.81 - $25.88 $100,002 - $108,696	-4,200 Reduced 23.25%	13,867 $337,000
Q1 2022 Jul 14, 2022	BUY	$25.72 - $27.89 $464,683 - $503,888	18,067 New	18,067 $441,000
Q4 2021 Jan 21, 2022	SELL	$27.55 - $27.98 $473,556 - $480,948	-17,189 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$27.75 - $28.35 $288,128 - $294,358	10,383 Added 152.56%	17,189 $477,000
Q1 2021 Apr 14, 2021	SELL	$27.43 - $28.28 $92,713 - $95,586	-3,380 Reduced 33.18%	6,806 $188,000
Q1 2020 Apr 28, 2020	SELL	$24.58 - $28.35 $63,735 - $73,511	-2,593 Reduced 20.29%	10,186 $275,000
Q3 2019 Nov 19, 2019	BUY	$26.89 - $27.69 $207,698 - $213,877	7,724 Added 152.8%	12,779 $350,000
Q2 2019 Nov 19, 2019	BUY	$26.2 - $26.94 $74,879 - $76,994	2,858 Added 130.09%	5,055 $136,000
Q3 2018 Oct 17, 2018	SELL	$25.39 - $26.0 $130,225 - $133,354	-5,129 Reduced 70.01%	2,197 $56,000
Q2 2018 Aug 13, 2018	BUY	$25.43 - $26.03 $186,300 - $190,695	7,326 New	7,326 $189,000

Others Institutions Holding PWZ

# of Institutions

132

Shares Held

36.5M

Call Options Held

Put Options Held

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About INVESCO CALIFORNIA AMT-FREE MU

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Global Retirement Partners, LLC Invesco California Amt Free Mu Transaction History