A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 21,338 shares of BSMO stock, worth $529,609. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,338
Previous 21,338 -0.0%
Holding current value
$529,609
Previous $531,000 0.56%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

BUY
$24.58 - $24.93 $237,664 - $241,048
9,669 Added 82.86%
21,338 $531,000
Q3 2023

Nov 14, 2023

SELL
$24.62 - $24.86 $110,691 - $111,770
-4,496 Reduced 27.81%
11,669 $287,000
Q2 2023

Aug 11, 2023

BUY
$24.56 - $24.94 $17,437 - $17,707
710 Added 4.59%
16,165 $400,000
Q1 2023

May 12, 2023

BUY
$24.66 - $24.97 $131,487 - $133,140
5,332 Added 52.67%
15,455 $384,000
Q4 2022

Feb 14, 2023

BUY
$24.43 - $24.86 $247,304 - $251,657
10,123 New
10,123 $250,000

Others Institutions Holding BSMO

About INVESCO BULLETSHARES 2024 MUNI


  • Ticker BSMO
  • Sector ETFs
  • Industry ETFs
More about BSMO
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe 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 Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.