A detailed history of Lantz Financial LLC transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, Lantz Financial LLC holds 21,013 shares of BSMO stock, worth $521,122. This represents 0.17% of its overall portfolio holdings.

Number of Shares
21,013
Previous 22,924 8.34%
Holding current value
$521,122
Previous $571,000 8.93%
% of portfolio
0.17%
Previous 0.21%

Shares

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

Apr 10, 2024

SELL
$24.74 - $24.95 $47,278 - $47,679
-1,911 Reduced 8.34%
21,013 $520,000
Q4 2023

Jan 12, 2024

SELL
$24.58 - $24.93 $58,795 - $59,632
-2,392 Reduced 9.45%
22,924 $571,000
Q3 2023

Oct 20, 2023

SELL
$24.62 - $24.86 $8,247 - $8,328
-335 Reduced 1.31%
25,316 $623,000
Q2 2023

Jul 12, 2023

BUY
$24.56 - $24.94 $41,309 - $41,949
1,682 Added 7.02%
25,651 $635,000
Q1 2023

Apr 10, 2023

BUY
$24.66 - $24.97 $106,901 - $108,244
4,335 Added 22.08%
23,969 $596,000
Q4 2022

Jan 23, 2023

BUY
$24.43 - $24.86 $479,658 - $488,101
19,634 New
19,634 $0

Others Institutions Holding BSMO

About INVESCO BULLETSHARES 2024 MUNI


  • Ticker BSMO
  • Sector ETFs
  • Industry ETFs
More about BSMO
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