Howard Wealth Management, LLC Invesco Bulletshares 2029 Muni Transaction History

Howard Wealth Management, LLC

  • $215 Million
  • Q3 2025

A detailed history of Howard Wealth Management, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Howard Wealth Management, LLC holds 14,157 shares of BSMT stock, worth $326,743. This represents 0.15% of its overall portfolio holdings.

Number of Shares
14,157
Previous 10,642 33.03%
Holding current value
$326,743
Previous $241,000 35.68%
% of portfolio
0.15%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$22.71 - $23.24 $79,825 - $81,688
3,515 Added 33.03%
14,157 $327,000
Q2 2025

Aug 11, 2025
BUY
$22.22 - $22.92 $1,710 - $1,764
77 Added 0.73%
10,642 $241,000
Q1 2025

May 13, 2025
SELL
$22.66 - $23.19 $44,073 - $45,104
-1,945 Reduced 15.55%
10,565 $240,000
Q4 2024

Jan 30, 2025
BUY
$22.83 - $23.36 $45,431 - $46,486
1,990 Added 18.92%
12,510 $286,000
Q3 2024

Nov 08, 2024
BUY
$22.87 - $23.34 $240,592 - $245,536
10,520 New
10,520 $244,000

Others Institutions Holding BSMT

# of Institutions
105
Shares Held
6.5M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2029 MUNI

BSMT Quotes by TradingView
  • Ticker BSMT
  • Sector ETFs
  • Industry ETFs
More about BSMT
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