Marietta Wealth Management, LLC BSMR Holdings History
Marietta Wealth Management, LLC's Invesco BulletShares 2027 Municipal Bond ETF Holding Summary
As of 2025-06-30, Marietta Wealth Management, LLC held 21,380.00 shares of Invesco BulletShares 2027 Municipal Bond ETF(BSMR), totaling $501,790.00. This investment constitutes 0.07% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0.19% of the outstanding Invesco BulletShares 2027 Municipal Bond ETF(BSMR) stock.
The initial trade took place in 2025Q2. And since then Marietta Wealth Management, LLC has made 1 purchases of BSMR, at an average price of $23.35, for a total of 21,380.00 shares. Based on historical transaction data and BSMR's current price of $23.47, Marietta Wealth Management, LLC's estimated gain on his BSMR holdings is $2,531.39, reflecting a 0.51% gain to date.
Marietta Wealth Management, LLC BSMR ($23.47) Holding Chart
Marietta Wealth Management, LLC BSMR ($23.47) 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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