Guardian Asset Advisors, LLC BKLN Holdings History
Number of Shares
168,337.00
Current Holdings Value*
$3.48 Mil
% of Portfolio
2.27%
Total Estimate Gain
$-17,694.01
% of Total Estimate Gain
-0.50%
Guardian Asset Advisors, LLC's Invesco Senior Loan ETF Holding Summary
As of 2025-03-31, Guardian Asset Advisors, LLC held 168,337.00 shares of Invesco Senior Loan ETF(BKLN), totaling $3.48 Mil. This investment constitutes 2.27% of their stock portfolio, and Guardian Asset Advisors, LLC now holds 0.05% of the outstanding Invesco Senior Loan ETF(BKLN) stock.
The initial trade took place in 2023Q4. And since then Guardian Asset Advisors, LLC has made 5 purchases of BKLN, at an average price of $21.04, for a total of 168,337.00 shares. Based on historical transaction data and BKLN's current price of $20.93, Guardian Asset Advisors, LLC's estimated gain on his BKLN holdings is $-17,694.01, reflecting a -0.50% gain to date.
Guardian Asset Advisors, LLC BKLN ($20.93) Holding Chart
Guardian Asset Advisors, 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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