Howard Wealth Management, LLC Invesco Bulletshares 2028 Muni Transaction History

Howard Wealth Management, LLC

  • $197 Million
  • Q2 2025

A detailed history of Howard Wealth Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Howard Wealth Management, LLC holds 14,786 shares of BSMS stock, worth $346,879. This represents 0.17% of its overall portfolio holdings.

Number of Shares
14,786
Previous 12,710 16.33%
Holding current value
$346,879
Previous $294,000 16.67%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Aug 11, 2025
BUY
$22.66 - $23.35 $47,042 - $48,474
2,076 Added 16.33%
14,786 $343,000
Q4 2024

Jan 30, 2025
BUY
$23.26 - $23.6 $45,705 - $46,374
1,965 Added 18.29%
12,710 $296,000
Q3 2024

Nov 08, 2024
BUY
$23.15 - $23.58 $248,746 - $253,367
10,745 New
10,745 $253,000

Others Institutions Holding BSMS

# of Institutions
109
Shares Held
5.6M
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
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