Atlas Legacy Advisors, LLC PWZ Holdings History
Atlas Legacy Advisors, LLC's Invesco California AMT-Free Municipal Bond ETF Holding Summary
As of 2025-03-31, Atlas Legacy Advisors, LLC held 444,988.00 shares of Invesco California AMT-Free Municipal Bond ETF(PWZ), totaling $10.65 Mil. This investment constitutes 2.71% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 1.56% of the outstanding Invesco California AMT-Free Municipal Bond ETF(PWZ) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $24.43 for 4,302.00 shares. Based on historical transaction data and PWZ's current price of $22.79, Atlas Legacy Advisors, LLC's estimated gain on his PWZ holdings is $-940,946.62, reflecting a -8.41% gain to date.
Atlas Legacy Advisors, LLC PWZ ($22.79) Holding Chart
Atlas Legacy Advisors, LLC PWZ ($22.79) 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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