Affinity Capital Advisors, LLC PWZ Holdings History
Affinity Capital Advisors, LLC's Invesco California AMT-Free Municipal Bond ETF Holding Summary
As of 2025-06-30, Affinity Capital Advisors, LLC held 53,170.00 shares of Invesco California AMT-Free Municipal Bond ETF(PWZ), totaling $1.24 Mil. This investment constitutes 0.21% of their stock portfolio, and Affinity Capital Advisors, LLC now holds 0.17% of the outstanding Invesco California AMT-Free Municipal Bond ETF(PWZ) stock.
The initial trade took place in 2023Q2. And since then Affinity Capital Advisors, LLC has made 5 purchases of PWZ, at an average price of $24.69, for a total of 396,255.00 shares. In addition, there have been 4 sales at an average price of $24.12 for 343,085.00 shares. Based on historical transaction data and PWZ's current price of $22.84, Affinity Capital Advisors, LLC's estimated gain on his PWZ holdings is $-291,713.24, reflecting a -2.98% gain to date.
Affinity Capital Advisors, LLC PWZ ($22.84) Holding Chart
Affinity Capital Advisors, LLC PWZ ($22.84) 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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