Marietta Wealth Management, LLC BSMT Holdings History
Marietta Wealth Management, LLC's Invesco BulletShares 2029 Municipal Bond ETF Holding Summary
As of 2025-06-30, Marietta Wealth Management, LLC held 22,085.00 shares of Invesco BulletShares 2029 Municipal Bond ETF(BSMT), totaling $501,550.00. This investment constitutes 0.07% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0.26% of the outstanding Invesco BulletShares 2029 Municipal Bond ETF(BSMT) stock.
The initial trade took place in 2025Q2. And since then Marietta Wealth Management, LLC has made 1 purchases of BSMT, at an average price of $22.58, for a total of 22,085.00 shares. Based on historical transaction data and BSMT's current price of $22.72, Marietta Wealth Management, LLC's estimated gain on his BSMT holdings is $2,981.48, reflecting a 0.60% gain to date.
Marietta Wealth Management, LLC BSMT ($22.72) Holding Chart
Marietta Wealth Management, LLC BSMT ($22.72) 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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