FIRST FOUNDATION ADVISORS PWZ Holdings History
FIRST FOUNDATION ADVISORS's Invesco California AMT-Free Municipal Bond ETF Holding Summary
As of 2025-03-31, FIRST FOUNDATION ADVISORS held 1.12 Mil shares of Invesco California AMT-Free Municipal Bond ETF(PWZ), totaling $26.59 Mil. This investment constitutes 1.08% of their stock portfolio, and FIRST FOUNDATION ADVISORS now holds 3.91% of the outstanding Invesco California AMT-Free Municipal Bond ETF(PWZ) stock.
The initial trade took place in 2023Q1. And since then FIRST FOUNDATION ADVISORS has made 5 purchases of PWZ, at an average price of $24.56, for a total of 1.68 Mil shares. In addition, there have been 4 sales at an average price of $24.65 for 566,970.00 shares. Based on historical transaction data and PWZ's current price of $22.80, FIRST FOUNDATION ADVISORS's estimated gain on his PWZ holdings is $-1.91 Mil, reflecting a -4.63% gain to date.
FIRST FOUNDATION ADVISORS PWZ ($22.80) Holding Chart
FIRST FOUNDATION ADVISORS PWZ ($22.80) 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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