Number of Shares
274,790.00
Current Holdings Value*
$5.09 Mil
% of Portfolio
3.83%
Total Estimate Gain
$44,187.82
% of Total Estimate Gain
0.87%

Wilkins Miller Wealth Management, LLC's Invesco BulletShares 2029 Corporate Bond ETF Holding Summary

As of 2025-03-31, Wilkins Miller Wealth Management, LLC held 274,790.00 shares of Invesco BulletShares 2029 Corporate Bond ETF(BSCT), totaling $5.09 Mil. This investment constitutes 3.83% of their stock portfolio, and Wilkins Miller Wealth Management, LLC now holds 0.26% of the outstanding Invesco BulletShares 2029 Corporate Bond ETF(BSCT) stock.

The initial trade took place in 2024Q4. And since then Wilkins Miller Wealth Management, LLC has made 1 purchases of BSCT, at an average price of $18.48, for a total of 274,790.00 shares. Based on historical transaction data and BSCT's current price of $18.65, Wilkins Miller Wealth Management, LLC's estimated gain on his BSCT holdings is $44,187.82, reflecting a 0.87% gain to date.

Wilkins Miller Wealth Management, LLC BSCT ($18.65) Holding Chart

Wilkins Miller Wealth Management, LLC BSCT ($18.65) 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 %

Top Ranked Articles

  • 1