Rockefeller Capital Management L.P. Invesco California Amt Free Mu Transaction History

Rockefeller Capital Management L.P.

$47.9 Billion
Q3 2025

A detailed history of Rockefeller Capital Management L.P. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Rockefeller Capital Management L.P. holds 8,121 shares of PWZ stock, worth $197,015. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,121

Holding current value

$197,015

% of portfolio

0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$22.77 - $24.07 $184,915 - $195,472	8,121 New	8,121 $194,000
Q4 2023 Feb 14, 2024	BUY	$22.61 - $25.09 $245,589 - $272,527	10,862 New	10,862 $271,000
Q4 2022 Mar 06, 2023	SELL	$22.71 - $24.56 $192,921 - $208,637	-8,495 Reduced 82.89%	1,753 $42,000
Q3 2022 Nov 02, 2022	SELL	$23.11 - $25.32 $5,384 - $5,899	-233 Reduced 2.22%	10,248 $237,000
Q2 2022 Aug 12, 2022	BUY	$23.81 - $25.88 $23,357 - $25,388	981 Added 10.33%	10,481 $254,000

Q2 2021 Aug 10, 2021	SELL	$27.71 - $28.3 $248,309 - $253,596	-8,961 Reduced 48.54%	9,500 $267,000
Q4 2019 Feb 07, 2020	BUY	$27.1 - $27.57 $257,450 - $261,915	9,500 Added 106.01%	18,461 $505,000
Q3 2019 Nov 12, 2019	BUY	$26.89 - $27.69 $240,961 - $248,130	8,961 New	8,961 $245,000

Others Institutions Holding PWZ

# of Institutions

132

Shares Held

36.5M

Call Options Held

Put Options Held

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About INVESCO CALIFORNIA AMT-FREE MU

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Rockefeller Capital Management L.P. Invesco California Amt Free Mu Transaction History