A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2025 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 52,926 shares of BSMP stock, worth $1.29 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
52,926
Previous 44,964 17.71%
Holding current value
$1.29 Million
Previous $1.09 Billion 17.47%
% of portfolio
0.52%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$24.2 - $24.39 $192,680 - $194,193
7,962 Added 17.71%
52,926 $1.29 Billion
Q1 2024

Apr 23, 2024

BUY
$24.34 - $24.55 $258,466 - $260,696
10,619 Added 30.92%
44,964 $1.09 Billion
Q4 2023

Jan 18, 2024

BUY
$23.89 - $24.55 $820,502 - $843,169
34,345 New
34,345 $843 Million

Others Institutions Holding BSMP

About INVESCO BULLETSHARES 2025 MUNI


  • Ticker BSMP
  • Sector ETFs
  • Industry ETFs
More about BSMP
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.