Cornerstone Wealth Management, LLC Invesco Bulletshares 2026 Muni Transaction History

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 38,411 shares of BSMQ stock, worth $906,499. This represents 0.07% of its overall portfolio holdings.

Number of Shares
38,411
Previous 36,399 5.53%
Holding current value
$906,499
Previous $855,000 6.55%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 16, 2024
BUY
$23.47 - $23.74 $47,221 - $47,764
2,012 Added 5.53%
38,411 $911,000
Q2 2024

Jul 16, 2024
BUY
$23.36 - $23.58 $37,843 - $38,199
1,620 Added 4.66%
36,399 $855,000
Q1 2024

Apr 19, 2024
BUY
$23.57 - $23.76 $11,478 - $11,571
487 Added 1.42%
34,779 $819,000
Q4 2023

Jan 10, 2024
BUY
$22.83 - $23.75 $782,886 - $814,435
34,292 New
34,292 $814,000

Others Institutions Holding BSMQ

# of Institutions
114
Shares Held
5.96M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2026 MUNI

BSMQ Quotes by TradingView
  • Ticker BSMQ
  • Sector ETFs
  • Industry ETFs
More about BSMQ
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, 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 Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email