A detailed history of Legacy Private Trust Co. transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Legacy Private Trust Co. holds 11,070 shares of BSMS stock, worth $256,049. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,070
Holding current value
$256,049
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025

BUY
$22.66 - $23.35 $250,846 - $258,484
11,070 New
11,070 $256,000
Q2 2023

Jul 07, 2023

SELL
$23.08 - $23.89 $267,035 - $276,407
-11,570 Reduced 34.98%
21,505 $502,000
Q1 2023

Apr 12, 2023

BUY
$23.18 - $23.92 $766,678 - $791,154
33,075 New
33,075 $782,000

Others Institutions Holding BSMS

About INVESCO BULLETSHARES 2028 MUNI


  • Ticker BSMS
  • Sector ETFs
  • Industry ETFs
More about BSMS
Track This Portfolio

Track Legacy Private Trust Co. Portfolio

Follow Legacy Private Trust Co. 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 Legacy Private Trust Co., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Private Trust Co. with notifications on news.