Number of Shares
655,675.00
Current Holdings Value*
$15.11 Mil
% of Portfolio
4.61%
Total Estimate Gain
$-675,530.79
% of Total Estimate Gain
-1.89%

Goodman Advisory Group, LLC's Invesco National AMT-Free Municipal Bond ETF Holding Summary

As of 2025-03-31, Goodman Advisory Group, LLC held 655,675.00 shares of Invesco National AMT-Free Municipal Bond ETF(PZA), totaling $15.11 Mil. This investment constitutes 4.61% of their stock portfolio, and Goodman Advisory Group, LLC now holds 0.52% of the outstanding Invesco National AMT-Free Municipal Bond ETF(PZA) stock.

The initial trade took place in 2021Q4. And since then Goodman Advisory Group, LLC has made 7 purchases of PZA, at an average price of $23.44, for a total of 1.52 Mil shares. In addition, there have been 6 sales at an average price of $23.79 for 866,801.00 shares. Based on historical transaction data and PZA's current price of $21.94, Goodman Advisory Group, LLC's estimated gain on his PZA holdings is $-675,530.79, reflecting a -1.89% gain to date.

Goodman Advisory Group, LLC PZA ($21.94) Holding Chart

Goodman Advisory Group, LLC PZA ($21.94) 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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