Precedent Wealth Partners, LLC Invesco Bulletshares 2028 Muni Transaction History

Precedent Wealth Partners, LLC

$454 Billion
Q3 2025

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 146,298 shares of BSMS stock, worth $3.43 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

146,298

Previous 128,670 13.7%

Holding current value

$3.43 Million

Previous $2.99 Billion 14.61%

% of portfolio

0.75%

Previous 0.73%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$23.12 - $23.59 $407,559 - $415,844	17,628 Added 13.7%	146,298 $3.43 Billion
Q2 2025 Jul 21, 2025	BUY	$22.66 - $23.35 $226,713 - $233,616	10,005 Added 8.43%	128,670 $2.99 Billion
Q1 2025 Apr 17, 2025	BUY	$23.1 - $23.56 $1.01 Million - $1.03 Million	43,745 Added 58.39%	118,665 $2.75 Billion
Q4 2024 Jan 21, 2025	BUY	$23.26 - $23.6 $106,554 - $108,111	4,581 Added 6.51%	74,920 $1.75 Billion
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

109

Shares Held

5.6M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
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Precedent Wealth Partners, LLC Invesco Bulletshares 2028 Muni Transaction History