Number of Shares
292,239.00
Current Holdings Value*
$6.73 Mil
% of Portfolio
0.56%
Total Estimate Gain
$-2.39 Mil
% of Total Estimate Gain
-6.31%

1900 WEALTH MANAGEMENT LLC's Invesco National AMT-Free Municipal Bond ETF Holding Summary

As of 2025-03-31, 1900 WEALTH MANAGEMENT LLC held 292,239.00 shares of Invesco National AMT-Free Municipal Bond ETF(PZA), totaling $6.73 Mil. This investment constitutes 0.56% of their stock portfolio, and 1900 WEALTH MANAGEMENT LLC now holds 0.23% of the outstanding Invesco National AMT-Free Municipal Bond ETF(PZA) stock.

The initial trade took place in 2020Q4. And since then 1900 WEALTH MANAGEMENT LLC has made 6 purchases of PZA, at an average price of $24.79, for a total of 1.53 Mil shares. In addition, there have been 11 sales at an average price of $23.42 for 1.24 Mil shares. Based on historical transaction data and PZA's current price of $22.39, 1900 WEALTH MANAGEMENT LLC's estimated gain on his PZA holdings is $-2.39 Mil, reflecting a -6.31% gain to date.

1900 WEALTH MANAGEMENT LLC PZA ($22.39) Holding Chart

1900 WEALTH MANAGEMENT LLC PZA ($22.39) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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