Integrated Wealth Concepts LLC Invesco Bulletshares 2025 Muni Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Bulletshares 2025 Muni stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 192,227 shares of BSMP stock, worth $4.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
192,227
Previous 190,632 0.84%
Holding current value
$4.7 Million
Previous $4.67 Million 0.71%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$24.41 - $24.65 $38,933 - $39,316
1,595 Added 0.84%
192,227 $4.71 Million
Q4 2024

Feb 14, 2025
BUY
$24.45 - $24.62 $1.05 Million - $1.06 Million
43,087 Added 29.2%
190,632 $4.67 Million
Q3 2024

Nov 14, 2024
BUY
$24.29 - $24.63 $159,366 - $161,597
6,561 Added 4.65%
147,545 $3.61 Million
Q2 2024

Aug 14, 2024
SELL
$24.2 - $24.39 $483,128 - $486,921
-19,964 Reduced 12.4%
140,984 $3.42 Million
Q1 2024

May 15, 2024
BUY
$24.34 - $24.55 $662,680 - $668,398
27,226 Added 20.36%
160,948 $3.92 Million
Q4 2023

Feb 13, 2024
BUY
$23.89 - $24.55 $373,759 - $384,084
15,645 Added 13.25%
133,722 $3.28 Million
Q3 2023

Nov 15, 2023
BUY
$24.0 - $24.45 $385,296 - $392,520
16,054 Added 15.74%
118,077 $2.83 Million
Q2 2023

Aug 15, 2023
BUY
$24.16 - $24.64 $144,114 - $146,977
5,965 Added 6.21%
102,023 $2.48 Million
Q1 2023

May 03, 2023
BUY
$24.18 - $24.7 $111,203 - $113,595
4,599 Added 5.03%
96,058 $2.36 Million
Q4 2022

Feb 13, 2023
BUY
$23.73 - $24.49 $1.04 Million - $1.07 Million
43,733 Added 91.63%
91,459 $2.22 Million
Q3 2022

Nov 14, 2022
BUY
$23.8 - $24.9 $1.14 Million - $1.19 Million
47,726 New
47,726 $1.14 Million

Others Institutions Holding BSMP

# of Institutions
141
Shares Held
7.87M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2025 MUNI

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

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email