A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 14,316 shares of BSMR stock, worth $339,289. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,316
Previous 15,381 6.92%
Holding current value
$339,289
Previous $361,000 6.09%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$23.41 - $23.78 $24,931 - $25,325
-1,065 Reduced 6.92%
14,316 $339,000
Q2 2024

Aug 12, 2024

BUY
$23.32 - $23.62 $29,826 - $30,209
1,279 Added 9.07%
15,381 $361,000
Q1 2024

May 14, 2024

BUY
$23.62 - $23.88 $9,967 - $10,077
422 Added 3.08%
14,102 $333,000
Q4 2023

Feb 08, 2024

BUY
$22.68 - $23.9 $310,262 - $326,952
13,680 New
13,680 $326,000
Q2 2023

Aug 11, 2023

BUY
$23.32 - $24.05 $198,033 - $204,232
8,492 New
8,492 $200,000

Others Institutions Holding BSMR

About INVESCO BULLETSHARES 2027 MUNI


  • Ticker BSMR
  • Sector ETFs
  • Industry ETFs
More about BSMR
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