Cornerstone Wealth Management, LLC BSCR Holdings History
Cornerstone Wealth Management, LLC's Invesco BulletShares 2027 Corporate Bond ETF Holding Summary
As of 2025-03-31, Cornerstone Wealth Management, LLC held 678,401.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $13.29 Mil. This investment constitutes 0.9% of their stock portfolio, and Cornerstone Wealth Management, LLC now holds 0.4% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.
The initial trade took place in 2024Q3. And since then Cornerstone Wealth Management, LLC has made 3 purchases of BSCR, at an average price of $19.53, for a total of 678,401.00 shares. Based on historical transaction data and BSCR's current price of $19.69, Cornerstone Wealth Management, LLC's estimated gain on his BSCR holdings is $108,715.83, reflecting a 0.82% gain to date.
Cornerstone Wealth Management, LLC BSCR ($19.69) Holding Chart
Cornerstone Wealth Management, LLC BSCR ($19.69) 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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