Denver Wealth Management, Inc. Invesco Bulletshares 2024 Muni Transaction History

Denver Wealth Management, Inc.

$185 Million
Q2 2024

A detailed history of Denver Wealth Management, Inc. transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 39,324 shares of BSMO stock, worth $977,594. This represents 0.53% of its overall portfolio holdings.

Number of Shares

39,324

Previous 48,134 18.3%

Holding current value

$977,594

Previous $1.19 Million 18.12%

% of portfolio

0.53%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$24.74 - $24.86 $217,959 - $219,016	-8,810 Reduced 18.3%	39,324 $976,000
Q1 2024 Apr 18, 2024	SELL	$24.74 - $24.95 $93,814 - $94,610	-3,792 Reduced 7.3%	48,134 $1.19 Million
Q4 2023 Jan 23, 2024	SELL	$24.58 - $24.93 $36,992 - $37,519	-1,505 Reduced 2.82%	51,926 $1.29 Million
Q3 2023 Oct 24, 2023	SELL	$24.62 - $24.86 $228,818 - $231,048	-9,294 Reduced 14.82%	53,431 $1.32 Million
Q2 2023 Jul 17, 2023	SELL	$24.56 - $24.94 $19,476 - $19,777	-793 Reduced 1.25%	62,725 $1.55 Million
Q1 2023 May 04, 2023	SELL	$24.66 - $24.97 $15,363 - $15,556	-623 Reduced 0.97%	63,518 $1.58 Million
Q4 2022 Jan 27, 2023	BUY	$24.43 - $24.86 $869,463 - $884,767	35,590 Added 124.65%	64,141 $0
Q3 2022 Nov 08, 2022	BUY	$24.55 - $25.14 $700,927 - $717,772	28,551 New	28,551 $696,000

Others Institutions Holding BSMO

# of Institutions

120

Shares Held

6.4M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2024 MUNI

Ticker BSMO
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Denver Wealth Management, Inc. Invesco Bulletshares 2024 Muni Transaction History