Warren Street Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History

Warren Street Wealth Advisors, LLC

$234 Million
Q3 2024

A detailed history of Warren Street Wealth Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 21,609 shares of PWZ stock, worth $531,149. This represents 0.23% of its overall portfolio holdings.

Number of Shares

21,609

Holding current value

$531,149

% of portfolio

0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$24.63 - $25.25 $532,229 - $545,627	21,609 New	21,609 $541,000
Q1 2024 Apr 30, 2024	SELL	$24.83 - $25.24 $45,960 - $46,719	-1,851 Reduced 7.75%	22,020 $547,000
Q4 2023 Mar 19, 2024	SELL	$22.61 - $25.09 $58,288 - $64,682	-2,578 Reduced 9.75%	23,871 $596,000
Q3 2023 Oct 18, 2023	BUY	$23.35 - $24.92 $617,584 - $659,109	26,449 New	26,449 $620,000
Q1 2023 Apr 28, 2023	SELL	$24.04 - $25.03 $30,987 - $32,263	-1,289 Reduced 4.32%	28,537 $706,000
Q4 2022 Feb 01, 2023	BUY	$22.71 - $24.56 $409,347 - $442,694	18,025 Added 152.74%	29,826 $719,000
Q3 2022 Oct 19, 2022	SELL	$23.11 - $25.32 $18,534 - $20,306	-802 Reduced 6.36%	11,801 $273,000
Q2 2022 Jul 18, 2022	BUY	$23.81 - $25.88 $300,077 - $326,165	12,603 New	12,603 $307,000

Others Institutions Holding PWZ

# of Institutions

100

Shares Held

14.6M

Call Options Held

Put Options Held

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About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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Warren Street Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History