Number of Shares
26,891.00
Current Holdings Value*
$556,640.00
% of Portfolio
0.5%
Total Estimate Gain
$1,344.55
% of Total Estimate Gain
0.24%

Mittelman Wealth Management's Invesco Senior Loan ETF Holding Summary

As of 2025-03-31, Mittelman Wealth Management held 26,891.00 shares of Invesco Senior Loan ETF(BKLN), totaling $556,640.00. This investment constitutes 0.5% of their stock portfolio, and Mittelman Wealth Management now holds 0.01% of the outstanding Invesco Senior Loan ETF(BKLN) stock.

The initial trade took place in 2025Q1. And since then Mittelman Wealth Management has made 1 purchases of BKLN, at an average price of $20.97, for a total of 26,891.00 shares. Based on historical transaction data and BKLN's current price of $21.02, Mittelman Wealth Management's estimated gain on his BKLN holdings is $1,344.55, reflecting a 0.24% gain to date.

Mittelman Wealth Management BKLN ($21.02) Holding Chart

Mittelman Wealth Management BKLN ($21.02) 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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