Marietta Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History

Marietta Wealth Management, LLC

  • $762 Million
  • Q3 2025

A detailed history of Marietta Wealth Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 30,245 shares of BSMR stock, worth $717,108. This represents 0.09% of its overall portfolio holdings.

Number of Shares
30,245
Previous 21,380 41.46%
Holding current value
$717,108
Previous $501,000 42.71%
% of portfolio
0.09%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$23.46 - $23.77 $207,972 - $210,721
8,865 Added 41.46%
30,245 $715,000
Q2 2025

Jul 22, 2025
BUY
$23.03 - $23.64 $492,381 - $505,423
21,380 New
21,380 $501,000

Others Institutions Holding BSMR

# of Institutions
129
Shares Held
7.64M
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 Marietta Wealth Management, LLC Portfolio

Follow Marietta Wealth Management, 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 Marietta Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marietta Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email