Meriwether Wealth & Planning, LLC BSCR Holdings History
Meriwether Wealth & Planning, LLC's Invesco BulletShares 2027 Corporate Bond ETF Holding Summary
As of 2025-06-30, Meriwether Wealth & Planning, LLC held 319,044.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $6.27 Mil. This investment constitutes 3.93% of their stock portfolio, and Meriwether Wealth & Planning, LLC now holds 0.17% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.
The initial trade took place in 2025Q1. And since then Meriwether Wealth & Planning, LLC has made 2 purchases of BSCR, at an average price of $19.52, for a total of 319,044.00 shares. Based on historical transaction data and BSCR's current price of $19.69, Meriwether Wealth & Planning, LLC's estimated gain on his BSCR holdings is $53,870.40, reflecting a 0.86% gain to date.
Meriwether Wealth & Planning, LLC BSCR ($19.69) Holding Chart
Meriwether Wealth & Planning, LLC BSCR ($19.69) 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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