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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