Vest Gen Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025

A detailed history of Vest Gen Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 201,020 shares of BSMR stock, worth $4.74 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
201,020
Previous 196,315 2.4%
Holding current value
$4.74 Million
Previous $4.62 Billion 2.55%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Aug 13, 2025
BUY
$23.03 - $23.64 $108,356 - $111,226
4,705 Added 2.4%
201,020 $4.74 Billion
Q1 2025

May 13, 2025
BUY
$23.49 - $23.77 $4.61 Million - $4.67 Million
196,315 New
196,315 $4.62 Billion

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
Track This Portfolio

Track Vest Gen Advisors, LLC Portfolio

Follow Vest Gen Advisors, 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 Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email