Number of Shares
765,292.00
Current Holdings Value*
$15.57 Mil
% of Portfolio
6.59%
Total Estimate Gain
$168,404.60
% of Total Estimate Gain
1.09%

Siligmueller & Norvid Wealth Advisors LLC's Invesco BulletShares 2028 Corporate Bond ETF Holding Summary

As of 2025-03-31, Siligmueller & Norvid Wealth Advisors LLC held 765,292.00 shares of Invesco BulletShares 2028 Corporate Bond ETF(BSCS), totaling $15.57 Mil. This investment constitutes 6.59% of their stock portfolio, and Siligmueller & Norvid Wealth Advisors LLC now holds 0.63% of the outstanding Invesco BulletShares 2028 Corporate Bond ETF(BSCS) stock.

The initial trade took place in 2024Q4. And since then Siligmueller & Norvid Wealth Advisors LLC has made 1 purchases of BSCS, at an average price of $20.28, for a total of 765,292.00 shares. Based on historical transaction data and BSCS's current price of $20.50, Siligmueller & Norvid Wealth Advisors LLC's estimated gain on his BSCS holdings is $168,404.60, reflecting a 1.09% gain to date.

Siligmueller & Norvid Wealth Advisors LLC BSCS ($20.50) Holding Chart

Siligmueller & Norvid Wealth Advisors LLC BSCS ($20.50) 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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