Laurel Wealth Planning LLC Invesco California Amt Free Mu Transaction History

Laurel Wealth Planning LLC

  • $155 Million
  • Q4 2024

A detailed history of Laurel Wealth Planning LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 10,288 shares of PWZ stock, worth $252,364. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,288
Previous 9,975 3.14%
Holding current value
$252,364
Previous $250,000 1.6%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$24.49 - $25.25 $7,665 - $7,903
313 Added 3.14%
10,288 $254,000
Q2 2024

Jul 25, 2024
SELL
$24.26 - $25.06 $6,040 - $6,239
-249 Reduced 2.44%
9,975 $246,000
Q4 2023

Feb 09, 2024
BUY
$22.61 - $25.09 $28,850 - $32,014
1,276 Added 14.26%
10,224 $255,000
Q2 2023

Jul 19, 2023
BUY
$24.07 - $25.07 $215,378 - $224,326
8,948 New
8,948 $220,000

Others Institutions Holding PWZ

# of Institutions
117
Shares Held
19.1M
Call Options Held
21.7K
Put Options Held
13.3K
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

PWZ Quotes by TradingView
  • Ticker PWZ
  • Sector ETFs
  • Industry ETFs
More about PWZ
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