Ep Wealth Advisors, LLC Invesco Bulletshares 2025 Muni Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Bulletshares 2025 Muni stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 15,022 shares of BSMP stock, worth $368,639. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,022
Previous 21,297 29.46%
Holding current value
$368,639
Previous $521,000 29.37%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$24.37 - $24.56 $152,921 - $154,114
-6,275 Reduced 29.46%
15,022 $368,000
Q4 2024

Feb 13, 2025
BUY
$24.45 - $24.62 $520,711 - $524,332
21,297 New
21,297 $521,000

Others Institutions Holding BSMP

# of Institutions
139
Shares Held
7.27M
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
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