Precedent Wealth Partners, LLC Invesco Bulletshares 2028 Muni Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 70,339 shares of BSMS stock, worth $1.65 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
70,339
Previous 58,849 19.52%
Holding current value
$1.65 Million
Previous $1.37 Billion 21.33%
% of portfolio
0.55%
Previous 0.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$23.15 - $23.58 $265,993 - $270,934
11,490 Added 19.52%
70,339 $1.66 Billion
Q2 2024

Jul 23, 2024
BUY
$23.05 - $23.43 $217,084 - $220,663
9,418 Added 19.05%
58,849 $1.37 Billion
Q1 2024

Apr 23, 2024
BUY
$23.45 - $23.75 $260,998 - $264,337
11,130 Added 29.06%
49,431 $1.16 Billion
Q4 2023

Jan 18, 2024
BUY
$22.32 - $23.75 $854,878 - $909,648
38,301 New
38,301 $910 Million

Others Institutions Holding BSMS

# of Institutions
74
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

BSMS Quotes by TradingView
  • Ticker BSMS
  • Sector ETFs
  • Industry ETFs
More about BSMS
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