Ep Wealth Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,691 shares of BSMR stock, worth $111,223. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,691
Previous 6,565 28.55%
Holding current value
$111,223
Previous $154,000 28.57%
% 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
$23.03 - $23.64 $43,158 - $44,301
-1,874 Reduced 28.55%
4,691 $110,000
Q4 2024

Feb 13, 2025
BUY
$23.55 - $23.9 $154,605 - $156,903
6,565 New
6,565 $154,000

Others Institutions Holding BSMR

# of Institutions
131
Shares Held
7.76M
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
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