Number of Shares
371,310.00
Current Holdings Value*
$7.27 Mil
% of Portfolio
3.08%
Total Estimate Gain
$59,430.21
% of Total Estimate Gain
0.82%

Siligmueller & Norvid Wealth Advisors LLC's Invesco BulletShares 2027 Corporate Bond ETF Holding Summary

As of 2025-03-31, Siligmueller & Norvid Wealth Advisors LLC held 371,310.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $7.27 Mil. This investment constitutes 3.08% of their stock portfolio, and Siligmueller & Norvid Wealth Advisors LLC now holds 0.22% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.

The initial trade took place in 2024Q4. And since then Siligmueller & Norvid Wealth Advisors LLC has made 1 purchases of BSCR, at an average price of $19.53, for a total of 371,310.00 shares. Based on historical transaction data and BSCR's current price of $19.69, Siligmueller & Norvid Wealth Advisors LLC's estimated gain on his BSCR holdings is $59,430.21, reflecting a 0.82% gain to date.

Siligmueller & Norvid Wealth Advisors LLC BSCR ($19.69) Holding Chart

Siligmueller & Norvid Wealth Advisors LLC BSCR ($19.69) 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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