Marietta Wealth Management, LLC BSMS Holdings History
Marietta Wealth Management, LLC's Invesco BulletShares 2028 Municipal Bond ETF Holding Summary
As of 2025-06-30, Marietta Wealth Management, LLC held 21,583.00 shares of Invesco BulletShares 2028 Municipal Bond ETF(BSMS), totaling $501,370.00. This investment constitutes 0.07% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0.25% of the outstanding Invesco BulletShares 2028 Municipal Bond ETF(BSMS) stock.
The initial trade took place in 2025Q2. And since then Marietta Wealth Management, LLC has made 1 purchases of BSMS, at an average price of $23.04, for a total of 21,583.00 shares. Based on historical transaction data and BSMS's current price of $23.12, Marietta Wealth Management, LLC's estimated gain on his BSMS holdings is $1,720.17, reflecting a 0.35% gain to date.
Marietta Wealth Management, LLC BSMS ($23.12) Holding Chart
Marietta Wealth Management, LLC BSMS ($23.12) 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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