IRONWOOD WEALTH MANAGEMENT, INC. BKLN Holdings History
IRONWOOD WEALTH MANAGEMENT, INC.'s Invesco Senior Loan ETF Holding Summary
As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 1.11 Mil shares of Invesco Senior Loan ETF(BKLN), totaling $23.32 Mil. This investment constitutes 11.02% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0.33% of the outstanding Invesco Senior Loan ETF(BKLN) stock.
The initial trade took place in 2022Q4. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 10 purchases of BKLN, at an average price of $20.56, for a total of 1.12 Mil shares. In addition, there have been 1 sales at an average price of $20.72 for 5,826.00 shares. Based on historical transaction data and BKLN's current price of $20.93, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his BKLN holdings is $416,984.71, reflecting a 1.81% gain to date.
IRONWOOD WEALTH MANAGEMENT, INC. BKLN ($20.93) Holding Chart
IRONWOOD WEALTH MANAGEMENT, INC. 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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