Aptus Capital Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History

Aptus Capital Advisors, LLC

  • $8.97 Billion
  • Q1 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 42,479 shares of BSMR stock, worth $999,530. This represents 0.01% of its overall portfolio holdings.

Number of Shares
42,479
Previous 41,391 2.63%
Holding current value
$999,530
Previous $976,000 2.46%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$23.49 - $23.77 $25,557 - $25,861
1,088 Added 2.63%
42,479 $1 Million
Q3 2024

Nov 05, 2024
BUY
$23.41 - $23.78 $98,579 - $100,137
4,211 Added 11.33%
41,391 $980,000
Q2 2024

Jul 31, 2024
BUY
$23.32 - $23.62 $19,822 - $20,077
850 Added 2.34%
37,180 $872,000
Q1 2024

May 15, 2024
BUY
$23.62 - $23.88 $858,114 - $867,560
36,330 New
36,330 $859,000

Others Institutions Holding BSMR

# of Institutions
118
Shares Held
7.08M
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 Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital 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 Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email