Envestnet Asset Management Inc Invesco Bulletshares 2029 Muni Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Envestnet Asset Management Inc holds 113,277 shares of BSMT stock, worth $2.56 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
113,277
Previous 92,079 23.02%
Holding current value
$2.56 Million
Previous $2.11 Million 21.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 29, 2025
BUY
$22.66 - $23.19 $480,346 - $491,581
21,198 Added 23.02%
113,277 $2.58 Million
Q4 2024

Feb 12, 2025
BUY
$22.83 - $23.36 $1.18 Million - $1.21 Million
51,584 Added 127.38%
92,079 $2.11 Million
Q3 2024

Nov 06, 2024
SELL
$22.87 - $23.34 $39,793 - $40,611
-1,740 Reduced 4.12%
40,495 $942,000
Q2 2024

Aug 08, 2024
BUY
$22.73 - $23.17 $128,310 - $130,794
5,645 Added 15.43%
42,235 $968,000
Q1 2024

May 13, 2024
BUY
$23.21 - $23.53 $87,687 - $88,896
3,778 Added 11.51%
36,590 $850,000
Q4 2023

Feb 13, 2024
BUY
$21.83 - $23.53 $71,012 - $76,543
3,253 Added 11.01%
32,812 $771,000
Q3 2023

Nov 13, 2023
BUY
$22.11 - $23.13 $186,497 - $195,101
8,435 Added 39.93%
29,559 $653,000
Q2 2023

Aug 04, 2023
BUY
$22.71 - $23.63 $62,407 - $64,935
2,748 Added 14.95%
21,124 $485,000
Q1 2023

May 11, 2023
BUY
$22.84 - $23.63 $86,517 - $89,510
3,788 Added 25.97%
18,376 $429,000
Q4 2022

Feb 07, 2023
BUY
$21.79 - $23.16 $317,872 - $337,858
14,588 New
14,588 $334,000

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

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