Horizons Wealth Management Invesco Bulletshares 2027 Muni Transaction History

Horizons Wealth Management

$130 Million
Q3 2024

A detailed history of Horizons Wealth Management transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Horizons Wealth Management holds 15,763 shares of BSMR stock, worth $371,849. This represents 0.29% of its overall portfolio holdings.

Number of Shares

15,763

Previous 15,340 2.76%

Holding current value

$371,849

Previous $360,000 3.61%

% of portfolio

0.29%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$23.41 - $23.78 $9,902 - $10,058	423 Added 2.76%	15,763 $373,000
Q2 2024 Jul 22, 2024	BUY	$23.32 - $23.62 $16,650 - $16,864	714 Added 4.88%	15,340 $360,000
Q4 2023 Jan 05, 2024	BUY	$22.68 - $23.9 $44,566 - $46,963	1,965 Added 15.52%	14,626 $349,000
Q3 2023 Oct 12, 2023	BUY	$22.87 - $23.69 $17,404 - $18,028	761 Added 6.39%	12,661 $289,000
Q2 2023 Jul 03, 2023	BUY	$23.32 - $24.05 $9,001 - $9,283	386 Added 3.35%	11,900 $280,000
Q1 2023 Apr 06, 2023	BUY	$23.42 - $24.09 $26,628 - $27,390	1,137 Added 10.96%	11,514 $274,000
Q4 2022 Jan 03, 2023	BUY	$22.63 - $23.68 $48,292 - $50,533	2,134 Added 25.89%	10,377 $244,000
Q2 2022 Aug 19, 2022	BUY	$23.2 - $24.21 $191,237 - $199,563	8,243 New	8,243 $197,000

Others Institutions Holding BSMR

# of Institutions

Shares Held

4.52M

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2027 MUNI

Ticker BSMR
Sector ETFs
Industry ETFs

More about BSMR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizons Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Horizons Wealth Management with notifications on news.

Account

Horizons Wealth Management Invesco Bulletshares 2027 Muni Transaction History