Cambridge Investment Research Advisors, Inc. Invesco Bulletshares 2028 Muni Transaction History

Cambridge Investment Research Advisors, Inc.

$29.9 Billion
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$23.05 - $23.43 $1,060 - $1,077	46 Added 0.47%	9,874 $229,000
Q1 2024 Apr 24, 2024	BUY	$23.45 - $23.75 $1,008 - $1,021	43 Added 0.44%	9,828 $231,000
Q4 2023 Feb 09, 2024	BUY	$22.32 - $23.75 $218,401 - $232,393	9,785 New	9,785 $232,000
Q2 2023 Jul 13, 2023	BUY	$23.08 - $23.89 $226,760 - $234,719	9,825 New	9,825 $230,000

Others Institutions Holding BSMS

# of Institutions

Shares Held

3.87M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

290K
Shares

$6.72 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

254K
Shares

$5.89 Million
0.0% of portfolio
Morgan Stanley New York, NY

204K
Shares

$4.72 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

195K
Shares

$4.53 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

184K
Shares

$4.25 Million
0.0% of portfolio

View Full List

About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
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