Cornerstone Wealth Management, LLC Invesco Bulletshares 2025 Muni Transaction History

Cornerstone Wealth Management, LLC

  • $1.44 Billion
  • Q4 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Invesco Bulletshares 2025 Muni stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 39,873 shares of BSMP stock, worth $978,882. This represents 0.07% of its overall portfolio holdings.

Number of Shares
39,873
Previous 34,293 16.27%
Holding current value
$978,882
Previous $839,000 16.45%
% of portfolio
0.07%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$24.45 - $24.62 $136,431 - $137,379
5,580 Added 16.27%
39,873 $977,000
Q3 2024

Oct 16, 2024
BUY
$24.29 - $24.63 $41,681 - $42,265
1,716 Added 5.27%
34,293 $839,000
Q2 2024

Jul 16, 2024
BUY
$24.2 - $24.39 $60,838 - $61,316
2,514 Added 8.36%
32,577 $791,000
Q1 2024

Apr 19, 2024
SELL
$24.34 - $24.55 $42,789 - $43,158
-1,758 Reduced 5.52%
30,063 $731,000
Q4 2023

Jan 10, 2024
SELL
$23.89 - $24.55 $11,347 - $11,661
-475 Reduced 1.47%
31,821 $780,000
Q3 2023

Nov 06, 2023
BUY
$24.0 - $24.45 $63,456 - $64,645
2,644 Added 8.92%
32,296 $775,000
Q2 2023

Jul 14, 2023
BUY
$24.16 - $24.64 $83,835 - $85,500
3,470 Added 13.25%
29,652 $722,000
Q1 2023

May 15, 2023
BUY
$24.18 - $24.7 $202,483 - $206,837
8,374 Added 47.02%
26,182 $642,000
Q3 2022

Oct 14, 2022
BUY
$23.8 - $24.9 $26,489 - $27,713
1,113 Added 6.67%
17,808 $424,000
Q2 2022

Aug 04, 2022
BUY
$24.19 - $24.82 $403,852 - $414,369
16,695 New
16,695 $410,000

Others Institutions Holding BSMP

# of Institutions
123
Shares Held
6.73M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2025 MUNI

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