Number of Shares
1.05 Mil
Current Holdings Value*
$22.28 Mil
% of Portfolio
0.62%
Total Estimate Gain
$-30,439.69
% of Total Estimate Gain
-0.08%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's Invesco Senior Loan ETF Holding Summary

As of 2024-03-31, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 1.05 Mil shares of Invesco Senior Loan ETF(BKLN), totaling $22.28 Mil. This investment constitutes 0.62% of their stock portfolio, and WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC now holds -% of the outstanding Invesco Senior Loan ETF(BKLN) stock.

The initial trade took place in 2018Q3. And since then WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC has made 2 purchases of BKLN, at an average price of $21.06, for a total of 1.72 Mil shares. In addition, there have been 3 sales at an average price of $21.14 for 667,599.00 shares. Based on historical transaction data and BKLN's current price of $20.98, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's estimated gain on his BKLN holdings is $-30,439.69, reflecting a -0.08% gain to date.

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC BKLN ($20.98) Holding Chart

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC BKLN ($20.98) 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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