Number of Shares
91,647.00
Current Holdings Value*
$1.90 Mil
% of Portfolio
0.15%
Total Estimate Gain
$76,212.76
% of Total Estimate Gain
0.56%

SAGE FINANCIAL GROUP INC's Invesco Senior Loan ETF Holding Summary

As of 2025-03-31, SAGE FINANCIAL GROUP INC held 91,647.00 shares of Invesco Senior Loan ETF(BKLN), totaling $1.90 Mil. This investment constitutes 0.15% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 0.03% of the outstanding Invesco Senior Loan ETF(BKLN) stock.

The initial trade took place in 2022Q2. And since then SAGE FINANCIAL GROUP INC has made 6 purchases of BKLN, at an average price of $20.84, for a total of 647,717.00 shares. In addition, there have been 6 sales at an average price of $20.95 for 556,070.00 shares. Based on historical transaction data and BKLN's current price of $21.01, SAGE FINANCIAL GROUP INC's estimated gain on his BKLN holdings is $76,212.76, reflecting a 0.56% gain to date.

SAGE FINANCIAL GROUP INC BKLN ($21.01) Holding Chart

SAGE FINANCIAL GROUP INC BKLN ($21.01) 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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