AWE
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,113
Closed -$200K – 543
2024
Q4 		$200K Hold
8,113
– – 0.01% 490
2024
Q3 		$203K Hold
8,113
– – 0.01% 477
2024
Q2 		$200K Hold
8,113
– – 0.01% 471
2024
Q1 		$202K Hold
8,113
– – 0.01% 421
2023
Q4 		$203K Buy
+8,113
New +$203K 0.01% 400