Omega Financial Group, LLC Invesco California Amt Free Mu Transaction History

Omega Financial Group, LLC

  • $264 Million
  • Q4 2024

A detailed history of Omega Financial Group, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Omega Financial Group, LLC holds 24,777 shares of PWZ stock, worth $604,806. This represents 0.23% of its overall portfolio holdings.

Number of Shares
24,777
Previous 22,655 9.37%
Holding current value
$604,806
Previous $568,000 7.57%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Jan 14, 2025
BUY
$24.49 - $25.25 $51,967 - $53,580
2,122 Added 9.37%
24,777 $611,000
Q3 2024

Oct 07, 2024
SELL
$24.63 - $25.25 $71,599 - $73,401
-2,907 Reduced 11.37%
22,655 $568,000
Q2 2024

Jul 12, 2024
BUY
$24.26 - $25.06 $28,626 - $29,570
1,180 Added 4.84%
25,562 $630,000
Q1 2024

Apr 17, 2024
SELL
$24.83 - $25.24 $249,044 - $253,157
-10,030 Reduced 29.15%
24,382 $606,000
Q4 2023

Jan 10, 2024
SELL
$22.61 - $25.09 $107,397 - $119,177
-4,750 Reduced 12.13%
34,412 $859,000
Q3 2023

Oct 10, 2023
BUY
$23.35 - $24.92 $6,701 - $7,152
287 Added 0.74%
39,162 $919,000
Q2 2023

Jul 11, 2023
SELL
$24.07 - $25.07 $72,667 - $75,686
-3,019 Reduced 7.21%
38,875 $957,000
Q1 2023

Apr 07, 2023
BUY
$24.04 - $25.03 $7,043 - $7,333
293 Added 0.7%
41,894 $1.04 Million
Q4 2022

Feb 09, 2023
BUY
$22.71 - $24.56 $6,813 - $7,368
300 Added 0.73%
41,601 $1 Million
Q3 2022

Oct 14, 2022
BUY
$23.11 - $25.32 $7,279 - $7,975
315 Added 0.77%
41,301 $957,000
Q2 2022

Jul 13, 2022
BUY
$23.81 - $25.88 $975,876 - $1.06 Million
40,986 New
40,986 $997,000

Others Institutions Holding PWZ

# of Institutions
107
Shares Held
15.7M
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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