Kestra Advisory Services, LLC Invesco Bulletshares 2027 Muni Transaction History

Kestra Advisory Services, LLC

  • $19.6 Billion
  • Q1 2025

A detailed history of Kestra Advisory Services, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 42,043 shares of BSMR stock, worth $992,214. This represents 0.01% of its overall portfolio holdings.

Number of Shares
42,043
Previous 39,962 5.21%
Holding current value
$992,214
Previous $943,000 4.98%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2025
BUY
$23.49 - $23.77 $48,882 - $49,465
2,081 Added 5.21%
42,043 $990,000
Q4 2024

Feb 10, 2025
SELL
$23.55 - $23.9 $490,381 - $497,669
-20,823 Reduced 34.26%
39,962 $943,000
Q3 2024

Nov 13, 2024
BUY
$23.41 - $23.78 $45,509 - $46,228
1,944 Added 3.3%
60,785 $1.44 Million
Q2 2024

Aug 14, 2024
BUY
$23.32 - $23.62 $486,968 - $493,232
20,882 Added 55.01%
58,841 $1.38 Million
Q1 2024

May 15, 2024
SELL
$23.62 - $23.88 $47,428 - $47,951
-2,008 Reduced 5.02%
37,959 $898,000
Q4 2023

Feb 14, 2024
BUY
$22.68 - $23.9 $906,451 - $955,211
39,967 New
39,967 $955,000

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
7.56M
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
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, 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 Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email