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 $373,110. This represents 0.29% of its overall portfolio holdings.

Number of Shares

15,763

Previous 15,340 2.76%

Holding current value

$373,110

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

5.03M

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2027 MUNI

Ticker BSMR
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Horizons Wealth Management Invesco Bulletshares 2027 Muni Transaction History