VERUS WEALTH MANAGEMENT, LLC PWZ Holdings History
VERUS WEALTH MANAGEMENT, LLC's Invesco California AMT-Free Municipal Bond ETF Holding Summary
As of 2025-03-31, VERUS WEALTH MANAGEMENT, LLC held 27,838.00 shares of Invesco California AMT-Free Municipal Bond ETF(PWZ), totaling $663,940.00. This investment constitutes 0.73% of their stock portfolio, and VERUS WEALTH MANAGEMENT, LLC now holds 0.1% of the outstanding Invesco California AMT-Free Municipal Bond ETF(PWZ) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $24.43 for 28,684.00 shares. Based on historical transaction data and PWZ's current price of $22.84, VERUS WEALTH MANAGEMENT, LLC's estimated gain on his PWZ holdings is $-70,827.76, reflecting a -5.03% gain to date.
VERUS WEALTH MANAGEMENT, LLC PWZ ($22.84) Holding Chart
VERUS WEALTH MANAGEMENT, LLC PWZ ($22.84) 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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