Heritage Trust CO Invesco Bulletshares 2027 Muni Transaction History

Heritage Trust CO

  • $801 Million
  • Q1 2025

A detailed history of Heritage Trust CO transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Heritage Trust CO holds 16,964 shares of BSMR stock, worth $397,466. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,964
Previous 10,840 56.49%
Holding current value
$397,466
Previous $255,000 56.47%
% of portfolio
0.05%
Previous 0.03%

Shares

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

May 09, 2025
BUY
$23.49 - $23.77 $143,852 - $145,567
6,124 Added 56.49%
16,964 $399,000
Q4 2024

Feb 13, 2025
BUY
$23.55 - $23.9 $255,282 - $259,075
10,840 New
10,840 $255,000

Others Institutions Holding BSMR

# of Institutions
118
Shares Held
7.08M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

BSMR Quotes by TradingView
  • Ticker BSMR
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More about BSMR
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