Number of Shares
279,868.00
Current Holdings Value*
$5.79 Mil
% of Portfolio
0.65%
Total Estimate Gain
$12,852.20
% of Total Estimate Gain
0.22%

Private Advisory Group LLC's Invesco Senior Loan ETF Holding Summary

As of 2025-03-31, Private Advisory Group LLC held 279,868.00 shares of Invesco Senior Loan ETF(BKLN), totaling $5.79 Mil. This investment constitutes 0.65% of their stock portfolio, and Private Advisory Group LLC now holds 0.09% of the outstanding Invesco Senior Loan ETF(BKLN) stock.

The initial trade took place in 2024Q4. And since then Private Advisory Group LLC has made 2 purchases of BKLN, at an average price of $20.97, for a total of 279,868.00 shares. Based on historical transaction data and BKLN's current price of $21.02, Private Advisory Group LLC's estimated gain on his BKLN holdings is $12,852.20, reflecting a 0.22% gain to date.

Private Advisory Group LLC BKLN ($21.02) Holding Chart

Private Advisory Group LLC 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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