Beacon Pointe Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 11,764 shares of BSMS stock, worth $272,218. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,764
Previous 11,118 5.81%
Holding current value
$272,218
Previous $259,000 5.02%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
BUY
$23.1 - $23.56 $14,922 - $15,219
646 Added 5.81%
11,764 $272,000
Q4 2024

Feb 14, 2025
BUY
$23.26 - $23.6 $139 - $141
6 Added 0.05%
11,118 $259,000
Q3 2024

Nov 14, 2024
SELL
$23.15 - $23.58 $29,539 - $30,088
-1,276 Reduced 10.3%
11,112 $262,000
Q2 2024

Aug 12, 2024
BUY
$23.05 - $23.43 $29,780 - $30,271
1,292 Added 11.64%
12,388 $287,000
Q1 2024

May 14, 2024
BUY
$23.45 - $23.75 $9,966 - $10,093
425 Added 3.98%
11,096 $260,000
Q4 2023

Feb 08, 2024
BUY
$22.32 - $23.75 $238,176 - $253,436
10,671 New
10,671 $253,000

Others Institutions Holding BSMS

# of Institutions
98
Shares Held
4.84M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

BSMS Quotes by TradingView
  • Ticker BSMS
  • Sector ETFs
  • Industry ETFs
More about BSMS
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.

Choose your preferred platform and Sign Up 👇 Telegram Email