Clark Asset Management, LLC Invesco Bulletshares 2029 Muni Transaction History

Clark Asset Management, LLC

  • $596 Billion
  • Q1 2025

A detailed history of Clark Asset Management, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Clark Asset Management, LLC holds 35,294 shares of BSMT stock, worth $796,585. This represents 0.13% of its overall portfolio holdings.

Number of Shares
35,294
Previous 35,049 0.7%
Holding current value
$796,585
Previous $804 Million 0.18%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Apr 28, 2025
BUY
$22.66 - $23.19 $5,551 - $5,681
245 Added 0.7%
35,294 $803 Million
Q4 2024

Apr 02, 2025
BUY
$22.83 - $23.36 $800,168 - $818,744
35,049 New
35,049 $804 Million
Q3 2024

Apr 28, 2025
BUY
$22.87 - $23.34 $128,552 - $131,194
5,621 Added 21.52%
31,743 $739 Million
Q2 2024

Apr 28, 2025
BUY
$22.73 - $23.17 $313,810 - $319,885
13,806 Added 112.1%
26,122 $599 Million
Q1 2024

Apr 28, 2025
BUY
$23.21 - $23.53 $1,601 - $1,623
69 Added 0.56%
12,316 $286 Million
Q4 2023

Apr 28, 2025
BUY
$21.83 - $23.53 $57,303 - $61,766
2,625 Added 27.28%
12,247 $288 Million
Q3 2023

Apr 28, 2025
BUY
$22.11 - $23.13 $1,437 - $1,503
65 Added 0.68%
9,622 $213 Million
Q2 2023

Apr 28, 2025
BUY
$22.71 - $23.63 $1,453 - $1,512
64 Added 0.67%
9,557 $220 Million
Q1 2023

Apr 28, 2025
BUY
$22.84 - $23.63 $1,438 - $1,488
63 Added 0.67%
9,493 $222 Million
Q4 2022

Apr 28, 2025
SELL
$21.79 - $23.16 $558,238 - $593,336
-25,619 Reduced 73.09%
9,430 $216 Million

Others Institutions Holding BSMT

# of Institutions
94
Shares Held
5.82M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2029 MUNI

BSMT Quotes by TradingView
  • Ticker BSMT
  • Sector ETFs
  • Industry ETFs
More about BSMT
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