Number of Shares
123,825.00
Current Holdings Value*
$3.30 Mil
% of Portfolio
3.19%
Total Estimate Gain
$-19,812.00
% of Total Estimate Gain
-0.60%

Lakeshore Capital Group, Inc.'s Invesco Taxable Municipal Bond ETF Holding Summary

As of 2025-03-31, Lakeshore Capital Group, Inc. held 123,825.00 shares of Invesco Taxable Municipal Bond ETF(BAB), totaling $3.30 Mil. This investment constitutes 3.19% of their stock portfolio, and Lakeshore Capital Group, Inc. now holds 0.34% of the outstanding Invesco Taxable Municipal Bond ETF(BAB) stock.

The initial trade took place in 2025Q1. And since then Lakeshore Capital Group, Inc. has made 1 purchases of BAB, at an average price of $26.46, for a total of 123,825.00 shares. Based on historical transaction data and BAB's current price of $26.30, Lakeshore Capital Group, Inc.'s estimated gain on his BAB holdings is $-19,812.00, reflecting a -0.60% gain to date.

Lakeshore Capital Group, Inc. BAB ($26.30) Holding Chart

Lakeshore Capital Group, Inc. BAB ($26.30) 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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