Wingate Wealth Advisors, Inc. BSCR Holdings History
Wingate Wealth Advisors, Inc.'s Invesco BulletShares 2027 Corporate Bond ETF Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held 66,326.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $1.30 Mil. This investment constitutes 1.5% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0.04% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.
The initial trade took place in 2024Q4. And since then Wingate Wealth Advisors, Inc. has made 1 purchases of BSCR, at an average price of $19.53, for a total of 66,326.00 shares. Based on historical transaction data and BSCR's current price of $19.61, Wingate Wealth Advisors, Inc.'s estimated gain on his BSCR holdings is $5,619.78, reflecting a 0.43% gain to date.
Wingate Wealth Advisors, Inc. BSCR ($19.61) Holding Chart
Wingate Wealth Advisors, Inc. BSCR ($19.61) 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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