Summit Wealth & Retirement Planning, Inc. Invesco California Amt Free Mu Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $309 Million
  • Q4 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$23.11 - $25.32 $321,067 - $351,770
-13,893 Reduced 17.88%
63,819 $1.48 Million
Q2 2022

Aug 02, 2022
SELL
$23.81 - $25.88 $145,645 - $158,307
-6,117 Reduced 7.3%
77,712 $1.89 Million
Q1 2022

May 12, 2022
SELL
$25.72 - $27.89 $196,835 - $213,442
-7,653 Reduced 8.37%
83,829 $2.16 Million
Q4 2021

Feb 03, 2022
SELL
$27.55 - $27.98 $351,675 - $357,164
-12,765 Reduced 12.24%
91,482 $2.55 Million
Q3 2021

Nov 12, 2021
BUY
$27.75 - $28.35 $37,629 - $38,442
1,356 Added 1.32%
104,247 $2.89 Million
Q2 2021

Aug 13, 2021
SELL
$27.71 - $28.3 $61,460 - $62,769
-2,218 Reduced 2.11%
102,891 $2.89 Million
Q1 2021

May 10, 2021
BUY
$27.43 - $28.28 $6,199 - $6,391
226 Added 0.22%
105,109 $2.91 Million
Q4 2020

Feb 09, 2021
BUY
$27.31 - $28.08 $235,712 - $242,358
8,631 Added 8.97%
104,883 $2.94 Million
Q3 2020

Nov 10, 2020
BUY
$27.27 - $28.09 $609,539 - $627,867
22,352 Added 30.25%
96,252 $2.66 Million
Q2 2020

Aug 13, 2020
SELL
$25.52 - $27.41 $12,581 - $13,513
-493 Reduced 0.66%
73,900 $2.02 Million
Q1 2020

May 11, 2020
SELL
$24.58 - $28.35 $115,255 - $132,933
-4,689 Reduced 5.93%
74,393 $2.01 Million
Q4 2019

Feb 10, 2020
SELL
$27.1 - $27.57 $130,622 - $132,887
-4,820 Reduced 5.74%
79,082 $2.16 Million
Q3 2019

Nov 12, 2019
SELL
$26.89 - $27.69 $138,375 - $142,492
-5,146 Reduced 5.78%
83,902 $2.3 Million
Q2 2019

Aug 06, 2019
SELL
$26.2 - $26.94 $84,704 - $87,097
-3,233 Reduced 3.5%
89,048 $2.39 Million
Q1 2019

May 08, 2019
BUY
$25.62 - $26.39 $2.36 Million - $2.44 Million
92,281 New
92,281 $2.43 Million

Others Institutions Holding PWZ

# of Institutions
117
Shares Held
19.6M
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
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