Marietta Wealth Management, LLC BSMV Holdings History
Marietta Wealth Management, LLC's Invesco BulletShares 2031 Municipal Bond ETF Holding Summary
As of 2025-06-30, Marietta Wealth Management, LLC held 24,351.00 shares of Invesco BulletShares 2031 Municipal Bond ETF(BSMV), totaling $502,120.00. This investment constitutes 0.07% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0.47% of the outstanding Invesco BulletShares 2031 Municipal Bond ETF(BSMV) stock.
The initial trade took place in 2025Q2. And since then Marietta Wealth Management, LLC has made 1 purchases of BSMV, at an average price of $20.47, for a total of 24,351.00 shares. Based on historical transaction data and BSMV's current price of $20.56, Marietta Wealth Management, LLC's estimated gain on his BSMV holdings is $2,069.84, reflecting a 0.42% gain to date.
Marietta Wealth Management, LLC BSMV ($20.56) Holding Chart
Marietta Wealth Management, LLC BSMV ($20.56) 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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