Cornerstone Planning, LLC BSCP Holdings History
Number of Shares
1.08 Mil
Current Holdings Value*
$22.38 Mil
% of Portfolio
8.55%
Total Estimate Gain
$97,537.32
% of Total Estimate Gain
0.44%
Cornerstone Planning, LLC's Invesco BulletShares 2025 Corporate Bond ETF Holding Summary
As of 2024-12-31, Cornerstone Planning, LLC held 1.08 Mil shares of Invesco BulletShares 2025 Corporate Bond ETF(BSCP), totaling $22.38 Mil. This investment constitutes 8.55% of their stock portfolio, and Cornerstone Planning, LLC now holds 0.61% of the outstanding Invesco BulletShares 2025 Corporate Bond ETF(BSCP) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and BSCP's current price of $20.74, Cornerstone Planning, LLC's estimated gain on his BSCP holdings is $97,537.32, reflecting a 0.44% gain to date.
Cornerstone Planning, LLC BSCP ($20.74) Holding Chart
Cornerstone Planning, LLC BSCP ($20.74) 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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