Number of Shares
16,747.00
Current Holdings Value*
$346,330.00
% of Portfolio
0.15%
Total Estimate Gain
$57,184.40
% of Total Estimate Gain
1.13%

TPG Financial Advisors, LLC's Invesco BulletShares 2025 Corporate Bond ETF Holding Summary

As of 2025-03-31, TPG Financial Advisors, LLC held 16,747.00 shares of Invesco BulletShares 2025 Corporate Bond ETF(BSCP), totaling $346,330.00. This investment constitutes 0.15% of their stock portfolio, and TPG Financial Advisors, LLC now holds 0.01% of the outstanding Invesco BulletShares 2025 Corporate Bond ETF(BSCP) stock.

The initial trade took place in 2022Q3. And since then TPG Financial Advisors, LLC has made 5 purchases of BSCP, at an average price of $20.34, for a total of 249,209.00 shares. In addition, there have been 5 sales at an average price of $20.56 for 232,462.00 shares. Based on historical transaction data and BSCP's current price of $20.74, TPG Financial Advisors, LLC's estimated gain on his BSCP holdings is $57,184.40, reflecting a 1.13% gain to date.

TPG Financial Advisors, LLC BSCP ($20.74) Holding Chart

TPG Financial Advisors, LLC BSCP ($20.74) 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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