Howard Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History

Howard Wealth Management, LLC

  • $197 Million
  • Q2 2025

A detailed history of Howard Wealth Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Howard Wealth Management, LLC holds 14,690 shares of BSMR stock, worth $348,299. This represents 0.17% of its overall portfolio holdings.

Number of Shares
14,690
Previous 12,615 16.45%
Holding current value
$348,299
Previous $297,000 15.82%
% of portfolio
0.17%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$23.03 - $23.64 $47,787 - $49,053
2,075 Added 16.45%
14,690 $344,000
Q4 2024

Jan 30, 2025
BUY
$23.55 - $23.9 $45,804 - $46,485
1,945 Added 18.23%
12,615 $297,000
Q3 2024

Nov 08, 2024
BUY
$23.41 - $23.78 $249,784 - $253,732
10,670 New
10,670 $252,000

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
7.73M
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
Track This Portfolio

Track Howard Wealth Management, LLC Portfolio

Follow Howard Wealth Management, LLC 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 Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Howard Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email