Wingate Wealth Advisors, Inc. Invesco Bulletshares 2027 Muni Transaction History

Wingate Wealth Advisors, Inc.

  • $112 Billion
  • Q2 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 15,014 shares of BSMR stock, worth $354,330. This represents 0.31% of its overall portfolio holdings.

Number of Shares
15,014
Previous 14,905 0.73%
Holding current value
$354,330
Previous $351 Million 0.39%
% of portfolio
0.31%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$23.03 - $23.64 $2,510 - $2,576
109 Added 0.73%
15,014 $352 Million
Q1 2025

Apr 23, 2025
BUY
$23.49 - $23.77 $150,594 - $152,389
6,411 Added 75.48%
14,905 $351 Million
Q4 2024

Jan 28, 2025
BUY
$23.55 - $23.9 $200,033 - $203,006
8,494 New
8,494 $200 Million

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
7.56M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

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