Bright Futures Wealth Management, LLC. BSJR Holdings History
Bright Futures Wealth Management, LLC.'s Invesco BulletShares 2027 High Yield Corporate Bon Holding Summary
As of 2025-03-31, Bright Futures Wealth Management, LLC. held 99,664.00 shares of Invesco BulletShares 2027 High Yield Corporate Bon(BSJR), totaling $2.21 Mil. This investment constitutes 2.42% of their stock portfolio, and Bright Futures Wealth Management, LLC. now holds 0.5% of the outstanding Invesco BulletShares 2027 High Yield Corporate Bon(BSJR) stock.
The initial trade took place in 2024Q4. And since then Bright Futures Wealth Management, LLC. has made 1 purchases of BSJR, at an average price of $22.58, for a total of 129,765.00 shares. In addition, there have been 1 sales at an average price of $22.56 for 30,101.00 shares. Based on historical transaction data and BSJR's current price of $22.74, Bright Futures Wealth Management, LLC.'s estimated gain on his BSJR holdings is $14,845.90, reflecting a 0.51% gain to date.
Bright Futures Wealth Management, LLC. BSJR ($22.74) Holding Chart
Bright Futures Wealth Management, LLC. BSJR ($22.74) 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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