Straight Path Wealth Management BSCR Holdings History
Straight Path Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF Holding Summary
As of 2025-03-31, Straight Path Wealth Management held 396,751.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $7.77 Mil. This investment constitutes 3.14% of their stock portfolio, and Straight Path Wealth Management now holds 0.24% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.
The initial trade took place in 2021Q4. And since then Straight Path Wealth Management has made 13 purchases of BSCR, at an average price of $19.25, for a total of 396,751.00 shares. Based on historical transaction data and BSCR's current price of $19.65, Straight Path Wealth Management's estimated gain on his BSCR holdings is $160,093.02, reflecting a 2.10% gain to date.
Straight Path Wealth Management BSCR ($19.65) Holding Chart
Straight Path Wealth Management BSCR ($19.65) 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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