Avidian Wealth Enterprises’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Avidian Wealth Enterprises’s Portfolio PWZ Stock Details PWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$200K	Hold
2024 Q3	$203K	Hold
2024 Q2	$200K	Hold
2024 Q1	$202K	Hold
2023 Q4	$203K	Buy