Number of Shares
325,394.00
Current Holdings Value*
$6.62 Mil
% of Portfolio
4.98%
Total Estimate Gain
$67,177.02
% of Total Estimate Gain
1.02%

Wilkins Miller Wealth Management, LLC's Invesco BulletShares 2028 Corporate Bond ETF Holding Summary

As of 2025-03-31, Wilkins Miller Wealth Management, LLC held 325,394.00 shares of Invesco BulletShares 2028 Corporate Bond ETF(BSCS), totaling $6.62 Mil. This investment constitutes 4.98% of their stock portfolio, and Wilkins Miller Wealth Management, LLC now holds 0.26% of the outstanding Invesco BulletShares 2028 Corporate Bond ETF(BSCS) stock.

The initial trade took place in 2024Q4. And since then Wilkins Miller Wealth Management, LLC has made 1 purchases of BSCS, at an average price of $20.24, for a total of 325,394.00 shares. Based on historical transaction data and BSCS's current price of $20.45, Wilkins Miller Wealth Management, LLC's estimated gain on his BSCS holdings is $67,177.02, reflecting a 1.02% gain to date.

Wilkins Miller Wealth Management, LLC BSCS ($20.45) Holding Chart

Wilkins Miller Wealth Management, LLC BSCS ($20.45) 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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