LeConte Wealth Management, LLC VKI Holdings History
Number of Shares
733,656.00
Current Holdings Value*
$6.27 Mil
% of Portfolio
3.99%
Total Estimate Gain
$-359,491.44
% of Total Estimate Gain
-5.57%
LeConte Wealth Management, LLC's Invesco Advantage Municipal Income Trust II Holding Summary
As of 2025-03-31, LeConte Wealth Management, LLC held 733,656.00 shares of Invesco Advantage Municipal Income Trust II(VKI), totaling $6.27 Mil. This investment constitutes 3.99% of their stock portfolio, and LeConte Wealth Management, LLC now holds 1.65% of the outstanding Invesco Advantage Municipal Income Trust II(VKI) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and VKI's current price of $8.31, LeConte Wealth Management, LLC's estimated gain on his VKI holdings is $-359,491.44, reflecting a -5.57% gain to date.
LeConte Wealth Management, LLC VKI ($8.31) Holding Chart
LeConte Wealth Management, LLC VKI ($8.31) 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers