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Planned Solutions’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Planned Solutions’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-294
Closed -$7.34K – 434
2023
Q4 		$7.34K Buy
+294
New +$7.34K ﹤0.01% 447