Integrated Wealth Concepts LLC Invesco Bulletshares 2027 Muni Transaction History

Integrated Wealth Concepts LLC

  • $7.02 Billion
  • Q2 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 37,371 shares of BSMR stock, worth $881,581. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,371
Previous 37,371 -0.0%
Holding current value
$881,581
Previous $884,000 0.79%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$23.62 - $23.88 $522,214 - $527,962
22,109 Added 144.86%
37,371 $884,000
Q4 2023

Feb 13, 2024
BUY
$22.68 - $23.9 $346,142 - $364,761
15,262 New
15,262 $364,000

Others Institutions Holding BSMR

# of Institutions
84
Shares Held
4.52M
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
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