Number of Shares
195,466.00
Current Holdings Value*
$3.62 Mil
% of Portfolio
0.31%
Total Estimate Gain
$33,395.83
% of Total Estimate Gain
0.93%

ProVise Management Group, LLC's Invesco BulletShares 2029 Corporate Bond ETF Holding Summary

As of 2025-03-31, ProVise Management Group, LLC held 195,466.00 shares of Invesco BulletShares 2029 Corporate Bond ETF(BSCT), totaling $3.62 Mil. This investment constitutes 0.31% of their stock portfolio, and ProVise Management Group, LLC now holds 0.18% of the outstanding Invesco BulletShares 2029 Corporate Bond ETF(BSCT) stock.

The initial trade took place in 2024Q4. And since then ProVise Management Group, LLC has made 2 purchases of BSCT, at an average price of $18.45, for a total of 195,466.00 shares. Based on historical transaction data and BSCT's current price of $18.62, ProVise Management Group, LLC's estimated gain on his BSCT holdings is $33,395.83, reflecting a 0.93% gain to date.

ProVise Management Group, LLC BSCT ($18.62) Holding Chart

ProVise Management Group, LLC BSCT ($18.62) 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 %

Top Ranked Articles

  • 1