BROWN WEALTH MANAGEMENT, LLC BKLN Holdings History
BROWN WEALTH MANAGEMENT, LLC's Invesco Senior Loan ETF Holding Summary
As of 2025-03-31, BROWN WEALTH MANAGEMENT, LLC held 121,793.00 shares of Invesco Senior Loan ETF(BKLN), totaling $2.52 Mil. This investment constitutes 0.87% of their stock portfolio, and BROWN WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding Invesco Senior Loan ETF(BKLN) stock.
The initial trade took place in 2023Q2. And since then BROWN WEALTH MANAGEMENT, LLC has made 5 purchases of BKLN, at an average price of $20.97, for a total of 420,914.00 shares. In addition, there have been 2 sales at an average price of $21.11 for 299,121.00 shares. Based on historical transaction data and BKLN's current price of $20.93, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his BKLN holdings is $36,605.35, reflecting a 0.41% gain to date.
BROWN WEALTH MANAGEMENT, LLC BKLN ($20.93) Holding Chart
BROWN WEALTH MANAGEMENT, LLC BKLN ($20.93) 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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