Collaborative Wealth Managment Inc. PZA Holdings History
Collaborative Wealth Managment Inc.'s Invesco National AMT-Free Municipal Bond ETF Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 72,794.00 shares of Invesco National AMT-Free Municipal Bond ETF(PZA), totaling $1.68 Mil. This investment constitutes 0.78% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.06% of the outstanding Invesco National AMT-Free Municipal Bond ETF(PZA) stock.
The initial trade took place in 2021Q1. And since then Collaborative Wealth Managment Inc. has made 9 purchases of PZA, at an average price of $24.17, for a total of 82,761.00 shares. In addition, there have been 2 sales at an average price of $24.47 for 9,967.00 shares. Based on historical transaction data and PZA's current price of $22.36, Collaborative Wealth Managment Inc.'s estimated gain on his PZA holdings is $-128,972.35, reflecting a -6.45% gain to date.
Collaborative Wealth Managment Inc. PZA ($22.36) Holding Chart
Collaborative Wealth Managment Inc. PZA ($22.36) 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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