Integrated Wealth Concepts LLC Invesco Bulletshares 2029 Muni Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 65,917 shares of BSMT stock, worth $1.53 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

65,917

Previous 56,250 17.19%

Holding current value

$1.53 Million

Previous $1.28 Million 16.97%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$22.22 - $22.92 $214,800 - $221,567	9,667 Added 17.19%	65,917 $1.5 Million
Q1 2025 May 15, 2025	BUY	$22.66 - $23.19 $126,601 - $129,562	5,587 Added 11.03%	56,250 $1.28 Million
Q4 2024 Feb 14, 2025	BUY	$22.83 - $23.36 $600,702 - $614,648	26,312 Added 108.05%	50,663 $1.16 Million
Q3 2024 Nov 14, 2024	BUY	$22.87 - $23.34 $99,278 - $101,318	4,341 Added 21.69%	24,351 $566,000
Q2 2024 Aug 14, 2024	BUY	$22.73 - $23.17 $931 - $949	41 Added 0.21%	20,010 $458,000
Q1 2024 May 15, 2024	BUY	$23.21 - $23.53 $106,139 - $107,602	4,573 Added 29.7%	19,969 $464,000
Q4 2023 Feb 13, 2024	BUY	$21.83 - $23.53 $132,682 - $143,015	6,078 Added 65.23%	15,396 $361,000
Q2 2023 Aug 15, 2023	BUY	$22.71 - $23.63 $211,611 - $220,184	9,318 New	9,318 $214,000

Others Institutions Holding BSMT

# of Institutions

100

Shares Held

6.15M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2029 MUNI

Ticker BSMT
Sector ETFs
Industry ETFs

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Integrated Wealth Concepts LLC Invesco Bulletshares 2029 Muni Transaction History