Number of Shares
48,215.00
Current Holdings Value*
$987,650.00
% of Portfolio
0.58%
Total Estimate Gain
$10,394.85
% of Total Estimate Gain
1.06%

YARGER WEALTH STRATEGIES, LLC's Invesco BulletShares 2034 Corporate Bond ETF Holding Summary

As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 48,215.00 shares of Invesco BulletShares 2034 Corporate Bond ETF(BSCY), totaling $987,650.00. This investment constitutes 0.58% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0.54% of the outstanding Invesco BulletShares 2034 Corporate Bond ETF(BSCY) stock.

The initial trade took place in 2024Q4. And since then YARGER WEALTH STRATEGIES, LLC has made 2 purchases of BSCY, at an average price of $20.39, for a total of 48,215.00 shares. Based on historical transaction data and BSCY's current price of $20.61, YARGER WEALTH STRATEGIES, LLC's estimated gain on his BSCY holdings is $10,394.85, reflecting a 1.06% gain to date.

YARGER WEALTH STRATEGIES, LLC BSCY ($20.61) Holding Chart

YARGER WEALTH STRATEGIES, LLC BSCY ($20.61) 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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