Wealthsource Partners, LLC Invesco California Amt Free Mu Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Wealthsource Partners, LLC holds 117,259 shares of PWZ stock, worth $2.89 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
117,259
Previous 164,167 28.57%
Holding current value
$2.89 Million
Previous $3.85 Million 23.96%
% of portfolio
0.19%
Previous 0.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$22.61 - $25.09 $1.06 Million - $1.18 Million
-46,908 Reduced 28.57%
117,259 $2.93 Million
Q3 2023

Nov 09, 2023
BUY
$23.35 - $24.92 $1.75 Million - $1.87 Million
74,874 Added 83.85%
164,167 $3.85 Million
Q2 2023

Aug 14, 2023
BUY
$24.07 - $25.07 $32,326 - $33,669
1,343 Added 1.53%
89,293 $2.2 Million
Q1 2023

May 15, 2023
BUY
$24.04 - $25.03 $152,750 - $159,040
6,354 Added 7.79%
87,950 $2.18 Million
Q4 2022

Feb 09, 2023
BUY
$22.71 - $24.56 $1.42 Million - $1.54 Million
62,603 Added 329.61%
81,596 $1.97 Million
Q3 2022

Nov 14, 2022
SELL
$23.11 - $25.32 $952,779 - $1.04 Million
-41,228 Reduced 68.46%
18,993 $440,000
Q2 2022

Aug 10, 2022
BUY
$23.81 - $25.88 $775,277 - $842,678
32,561 Added 117.72%
60,221 $1.47 Million
Q1 2022

May 09, 2022
BUY
$25.72 - $27.89 $408,999 - $443,506
15,902 Added 135.24%
27,660 $714,000
Q4 2021

Feb 14, 2022
BUY
$27.55 - $27.98 $323,932 - $328,988
11,758 New
11,758 $328,000
Q4 2019

Feb 12, 2020
SELL
$27.1 - $27.57 $1.22 Million - $1.24 Million
-45,153 Closed
0 $0
Q3 2019

Nov 15, 2019
BUY
$26.89 - $27.69 $1.21 Million - $1.25 Million
45,153 New
45,153 $1.24 Million

Others Institutions Holding PWZ

# of Institutions
117
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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