Cornerstone Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History

Cornerstone Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 54,798 shares of BSMR stock, worth $1.28 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
54,798
Previous 50,266 9.02%
Holding current value
$1.28 Million
Previous $1.19 Million 8.6%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Apr 18, 2025
BUY
$23.49 - $23.77 $106,456 - $107,725
4,532 Added 9.02%
54,798 $1.29 Million
Q4 2024

Jan 17, 2025
BUY
$23.55 - $23.9 $1.18 Million - $1.2 Million
50,266 New
50,266 $1.19 Million

Others Institutions Holding BSMR

# of Institutions
118
Shares Held
7.21M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

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