Integrated Wealth Concepts LLC Invesco Bulletshares 2029 Muni Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

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 24,351 shares of BSMT stock, worth $562,264. This represents 0.01% of its overall portfolio holdings.

Number of Shares
24,351
Previous 20,010 21.69%
Holding current value
$562,264
Previous $458,000 23.58%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
69
Shares Held
3.68M
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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