Fortress Wealth Management, Inc. Invesco Bulletshares 2027 Muni Transaction History

Fortress Wealth Management, Inc.

  • $177 Million
  • Q4 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 51,649 shares of BSMR stock, worth $1.22 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
51,649
Previous 51,287 0.71%
Holding current value
$1.22 Million
Previous $1.22 Million 0.25%
% of portfolio
0.69%
Previous 0.67%

Shares

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

Jan 22, 2025
BUY
$23.55 - $23.9 $8,525 - $8,651
362 Added 0.71%
51,649 $1.22 Million
Q3 2024

Oct 18, 2024
BUY
$23.41 - $23.78 $8,474 - $8,608
362 Added 0.71%
51,287 $1.22 Million
Q2 2024

Jul 16, 2024
BUY
$23.32 - $23.62 $8,301 - $8,408
356 Added 0.7%
50,925 $1.2 Million
Q1 2024

Apr 19, 2024
BUY
$23.62 - $23.88 $7,912 - $7,999
335 Added 0.67%
50,569 $1.2 Million
Q4 2023

Feb 12, 2024
BUY
$22.68 - $23.9 $1.14 Million - $1.2 Million
50,234 New
50,234 $1.2 Million

Others Institutions Holding BSMR

# of Institutions
104
Shares Held
5.28M
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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