Journey Strategic Wealth LLC Invesco California Amt Free Mu Transaction History

Journey Strategic Wealth LLC

$3.41 Billion
Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 21,125 shares of PWZ stock, worth $512,492. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,125

Previous 24,275 12.98%

Holding current value

$512,492

Previous $566,000 10.78%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$22.77 - $24.07 $71,725 - $75,820	-3,150 Reduced 12.98%	21,125 $505,000
Q2 2025 Aug 12, 2025	SELL	$22.71 - $24.18 $1.16 Million - $1.23 Million	-50,960 Reduced 67.73%	24,275 $566,000
Q1 2025 May 06, 2025	SELL	$23.68 - $24.72 $24,272 - $25,338	-1,025 Reduced 1.34%	75,235 $1.79 Million
Q4 2024 Jan 24, 2025	BUY	$24.49 - $25.25 $117,258 - $120,897	4,788 Added 6.7%	76,260 $1.88 Million
Q3 2024 Nov 12, 2024	BUY	$24.63 - $25.25 $16,551 - $16,968	672 Added 0.95%	71,472 $1.79 Million

Q2 2024 Aug 14, 2024	BUY	$24.26 - $25.06 $84,303 - $87,083	3,475 Added 5.16%	70,800 $1.75 Million
Q1 2024 May 13, 2024	BUY	$24.83 - $25.24 $720 - $731	29 Added 0.04%	67,325 $1.67 Million
Q4 2023 Feb 09, 2024	BUY	$22.61 - $25.09 $1.52 Million - $1.69 Million	67,296 New	67,296 $1.68 Million

Others Institutions Holding PWZ

# of Institutions

128

Shares Held

36.3M

Call Options Held

Put Options Held

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About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
Sector ETFs
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Journey Strategic Wealth LLC Invesco California Amt Free Mu Transaction History