Mc Naughton Wealth Management, LLC Invesco California Amt Free Mu Transaction History

Mc Naughton Wealth Management, LLC

  • $207 Million
  • Q4 2024

A detailed history of Mc Naughton Wealth Management, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 92,164 shares of PWZ stock, worth $2.27 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
92,164
Previous 87,183 5.71%
Holding current value
$2.27 Million
Previous $2.19 Million 4.12%
% of portfolio
1.1%
Previous 1.06%

Shares

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

Jan 13, 2025
BUY
$24.49 - $25.25 $121,984 - $125,770
4,981 Added 5.71%
92,164 $2.28 Million
Q3 2024

Oct 04, 2024
BUY
$24.63 - $25.25 $253,122 - $259,494
10,277 Added 13.36%
87,183 $2.19 Million
Q2 2024

Jul 12, 2024
BUY
$24.26 - $25.06 $125,448 - $129,585
5,171 Added 7.21%
76,906 $1.9 Million
Q1 2024

Apr 12, 2024
BUY
$24.83 - $25.24 $73,993 - $75,215
2,980 Added 4.33%
71,735 $1.78 Million
Q4 2023

Jan 10, 2024
BUY
$22.61 - $25.09 $243,600 - $270,319
10,774 Added 18.58%
68,755 $1.72 Million
Q3 2023

Oct 05, 2023
SELL
$23.35 - $24.92 $36,192 - $38,626
-1,550 Reduced 2.6%
57,981 $1.36 Million
Q2 2023

Aug 08, 2023
BUY
$24.07 - $25.07 $83,282 - $86,742
3,460 Added 6.17%
59,531 $1.47 Million
Q1 2023

Apr 12, 2023
BUY
$24.04 - $25.03 $97,938 - $101,972
4,074 Added 7.84%
56,071 $1.39 Million
Q4 2022

Jan 31, 2023
BUY
$22.71 - $24.56 $217,698 - $235,432
9,586 Added 22.6%
51,997 $1.26 Million
Q3 2022

Oct 12, 2022
SELL
$23.11 - $25.32 $144,876 - $158,731
-6,269 Reduced 12.88%
42,411 $983,000
Q2 2022

Jul 11, 2022
SELL
$23.81 - $25.88 $452,342 - $491,668
-18,998 Reduced 28.07%
48,680 $1.18 Million
Q1 2022

Apr 08, 2022
BUY
$25.72 - $27.89 $24,999 - $27,109
972 Added 1.46%
67,678 $1.75 Million
Q4 2021

Jan 20, 2022
BUY
$27.55 - $27.98 $1.84 Million - $1.87 Million
66,706 New
66,706 $1.85 Million
Q3 2021

Nov 12, 2021
SELL
$27.75 - $28.35 $1.86 Million - $1.9 Million
-67,170 Closed
0 $0
Q2 2021

Aug 09, 2021
BUY
$27.71 - $28.3 $232,930 - $237,889
8,406 Added 14.3%
67,170 $1.89 Million
Q1 2021

Apr 14, 2021
BUY
$27.43 - $28.28 $120,143 - $123,866
4,380 Added 8.05%
58,764 $1.63 Million
Q4 2020

Feb 26, 2021
BUY
$27.31 - $28.08 $267,009 - $274,538
9,777 Added 21.92%
54,384 $1.52 Million
Q3 2020

Oct 19, 2020
BUY
$27.27 - $28.09 $18,107 - $18,651
664 Added 1.51%
44,607 $1.23 Million
Q2 2020

Jul 20, 2020
BUY
$25.52 - $27.41 $79,239 - $85,108
3,105 Added 7.6%
43,943 $1.2 Million
Q1 2020

Apr 17, 2020
BUY
$24.58 - $28.35 $11,503 - $13,267
468 Added 1.16%
40,838 $1.1 Million
Q4 2019

Feb 14, 2020
BUY
$27.1 - $27.57 $1.09 Million - $1.11 Million
40,370 New
40,370 $1.1 Million

Others Institutions Holding PWZ

# of Institutions
116
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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