Lpl Financial LLC Invesco Bulletshares 2029 Muni Transaction History

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

A detailed history of Lpl Financial LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Lpl Financial LLC holds 213,416 shares of BSMT stock, worth $4.85 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
213,416
Previous 174,762 22.12%
Holding current value
$4.85 Million
Previous $4.01 Million 21.05%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 07, 2025
BUY
$22.66 - $23.19 $875,899 - $896,386
38,654 Added 22.12%
213,416 $4.85 Million
Q4 2024

Feb 11, 2025
BUY
$22.83 - $23.36 $997,807 - $1.02 Million
43,706 Added 33.35%
174,762 $4.01 Million
Q3 2024

Nov 08, 2024
BUY
$22.87 - $23.34 $1.06 Million - $1.08 Million
46,306 Added 54.64%
131,056 $3.05 Million
Q2 2024

Aug 07, 2024
BUY
$22.73 - $23.17 $210,888 - $214,971
9,278 Added 12.29%
84,750 $1.94 Million
Q1 2024

May 10, 2024
BUY
$23.21 - $23.53 $53,847 - $54,589
2,320 Added 3.17%
75,472 $1.75 Million
Q4 2023

Feb 14, 2024
BUY
$21.83 - $23.53 $219,347 - $236,429
10,048 Added 15.92%
73,152 $1.72 Million
Q3 2023

Nov 13, 2023
BUY
$22.11 - $23.13 $342,837 - $358,653
15,506 Added 32.58%
63,104 $1.4 Million
Q2 2023

Jul 31, 2023
BUY
$22.71 - $23.63 $235,139 - $244,665
10,354 Added 27.8%
47,598 $1.09 Million
Q1 2023

May 10, 2023
BUY
$22.84 - $23.63 $75,440 - $78,049
3,303 Added 9.73%
37,244 $871,000
Q4 2022

Feb 07, 2023
BUY
$21.79 - $23.16 $412,702 - $438,650
18,940 Added 126.26%
33,941 $777,000
Q3 2022

Nov 14, 2022
BUY
$21.95 - $23.64 $90,697 - $97,680
4,132 Added 38.02%
15,001 $329,000
Q2 2022

Aug 12, 2022
BUY
$22.35 - $24.08 $242,922 - $261,725
10,869 New
10,869 $249,000

Others Institutions Holding BSMT

# of Institutions
94
Shares Held
5.81M
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email