Number of Shares
3.91 Mil
Current Holdings Value*
$81.09 Mil
% of Portfolio
5.07%
Total Estimate Gain
$-322,856.03
% of Total Estimate Gain
-0.39%

Diversify Advisory Services, LLC's Invesco Senior Loan ETF Holding Summary

As of 2025-03-31, Diversify Advisory Services, LLC held 3.91 Mil shares of Invesco Senior Loan ETF(BKLN), totaling $81.09 Mil. This investment constitutes 5.07% of their stock portfolio, and Diversify Advisory Services, LLC now holds 1.31% of the outstanding Invesco Senior Loan ETF(BKLN) stock.

The initial trade took place in 2024Q1. And since then Diversify Advisory Services, LLC has made 4 purchases of BKLN, at an average price of $21.10, for a total of 3.91 Mil shares. Based on historical transaction data and BKLN's current price of $21.02, Diversify Advisory Services, LLC's estimated gain on his BKLN holdings is $-322,856.03, reflecting a -0.39% gain to date.

Diversify Advisory Services, LLC BKLN ($21.02) Holding Chart

Diversify Advisory Services, LLC BKLN ($21.02) 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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