Horizons Wealth Management Invesco Bulletshares 2028 Muni Transaction History

Horizons Wealth Management

  • $130 Million
  • Q3 2024

A detailed history of Horizons Wealth Management transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Horizons Wealth Management holds 18,892 shares of BSMS stock, worth $441,128. This represents 0.34% of its overall portfolio holdings.

Number of Shares
18,892
Previous 18,892 -0.0%
Holding current value
$441,128
Previous $438,000 1.6%
% of portfolio
0.34%
Previous 0.35%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$23.05 - $23.43 $622 - $632
-27 Reduced 0.14%
18,892 $438,000
Q4 2023

Jan 05, 2024
BUY
$22.32 - $23.75 $26,694 - $28,405
1,196 Added 6.75%
18,919 $449,000
Q3 2023

Oct 12, 2023
BUY
$22.53 - $23.52 $71,037 - $74,158
3,153 Added 21.64%
17,723 $399,000
Q2 2023

Jul 03, 2023
BUY
$23.08 - $23.89 $56,476 - $58,458
2,447 Added 20.18%
14,570 $340,000
Q1 2023

Apr 06, 2023
BUY
$23.18 - $23.92 $55,214 - $56,977
2,382 Added 24.45%
12,123 $286,000
Q4 2022

Jan 03, 2023
BUY
$22.2 - $23.45 $166,833 - $176,226
7,515 Added 337.6%
9,741 $226,000
Q2 2022

Aug 19, 2022
BUY
$22.8 - $24.25 $50,752 - $53,980
2,226 New
2,226 $53,000

Others Institutions Holding BSMS

# of Institutions
74
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

BSMS Quotes by TradingView
  • Ticker BSMS
  • Sector ETFs
  • Industry ETFs
More about BSMS
Track This Portfolio

Track Horizons Wealth Management Portfolio

Follow Horizons Wealth Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email