Number of Shares
20,380.00
Current Holdings Value*
$500,130.00
% of Portfolio
0.07%
Total Estimate Gain
$203.80
% of Total Estimate Gain
0.04%

Marietta Wealth Management, LLC's Invesco BulletShares 2025 Municipal Bond ETF Holding Summary

As of 2025-06-30, Marietta Wealth Management, LLC held 20,380.00 shares of Invesco BulletShares 2025 Municipal Bond ETF(BSMP), totaling $500,130.00. This investment constitutes 0.07% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0.22% of the outstanding Invesco BulletShares 2025 Municipal Bond ETF(BSMP) stock.

The initial trade took place in 2025Q2. And since then Marietta Wealth Management, LLC has made 1 purchases of BSMP, at an average price of $24.48, for a total of 20,380.00 shares. Based on historical transaction data and BSMP's current price of $24.49, Marietta Wealth Management, LLC's estimated gain on his BSMP holdings is $203.80, reflecting a 0.04% gain to date.

Marietta Wealth Management, LLC BSMP ($24.49) Holding Chart

Marietta Wealth Management, LLC BSMP ($24.49) 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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