Laurel Wealth Planning LLC Invesco California Amt Free Mu Transaction History

Laurel Wealth Planning LLC

  • $180 Million
  • Q3 2025

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 11,602 shares of PWZ stock, worth $281,464. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,602
Previous 9,749 19.01%
Holding current value
$281,464
Previous $227,000 22.03%
% of portfolio
0.15%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$22.77 - $24.07 $42,192 - $44,601
1,853 Added 19.01%
11,602 $277,000
Q2 2025

Aug 08, 2025
SELL
$22.71 - $24.18 $12,240 - $13,033
-539 Reduced 5.24%
9,749 $227,000
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
128
Shares Held
36.2M
Call Options Held
0
Put Options Held
0
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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