Number of Shares
2.36 Mil
Current Holdings Value*
$38.66 Mil
% of Portfolio
1.08%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
4.25%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's Invesco BulletShares 2030 Corporate Bond ETF Holding Summary

As of 2024-03-31, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 2.36 Mil shares of Invesco BulletShares 2030 Corporate Bond ETF(BSCU), totaling $38.66 Mil. This investment constitutes 1.08% of their stock portfolio, and WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC now holds -% of the outstanding Invesco BulletShares 2030 Corporate Bond ETF(BSCU) stock.

The initial trade took place in 2023Q2. And since then WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC has made 3 purchases of BSCU, at an average price of $16.09, for a total of 2.36 Mil shares. Based on historical transaction data and BSCU's current price of $16.77, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's estimated gain on his BSCU holdings is $1.61 Mil, reflecting a 4.25% gain to date.

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC BSCU ($16.77) Holding Chart

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC BSCU ($16.77) 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 %

Top Ranked Articles

  • 1