Proquility Private Wealth Partners, LLC PZA Holdings History
Proquility Private Wealth Partners, LLC's Invesco National AMT-Free Municipal Bond ETF Holding Summary
As of 2025-03-31, Proquility Private Wealth Partners, LLC held 300,398.00 shares of Invesco National AMT-Free Municipal Bond ETF(PZA), totaling $6.92 Mil. This investment constitutes 2.13% of their stock portfolio, and Proquility Private Wealth Partners, LLC now holds 0.24% of the outstanding Invesco National AMT-Free Municipal Bond ETF(PZA) stock.
The initial trade took place in 2020Q4. And since then Proquility Private Wealth Partners, LLC has made 4 purchases of PZA, at an average price of $24.67, for a total of 625,818.00 shares. In addition, there have been 13 sales at an average price of $24.28 for 325,420.00 shares. Based on historical transaction data and PZA's current price of $21.94, Proquility Private Wealth Partners, LLC's estimated gain on his PZA holdings is $-949,909.28, reflecting a -6.15% gain to date.
Proquility Private Wealth Partners, LLC PZA ($21.94) Holding Chart
Proquility Private Wealth Partners, 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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