Masso Torrence Wealth Management Inc. Invesco Bulletshares 2024 Muni Transaction History

Masso Torrence Wealth Management Inc.

$177 Million
Q3 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 12,544 shares of BSMO stock, worth $311,342. This represents 0.18% of its overall portfolio holdings.

Number of Shares

12,544

Previous 15,794 20.58%

Holding current value

$311,342

Previous $392,000 20.66%

% of portfolio

0.18%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$24.78 - $24.91 $80,535 - $80,957	-3,250 Reduced 20.58%	12,544 $311,000
Q2 2024 Jul 22, 2024	SELL	$24.74 - $24.86 $239,557 - $240,719	-9,683 Reduced 38.01%	15,794 $392,000
Q4 2023 Feb 01, 2024	SELL	$24.58 - $24.93 $54,887 - $55,668	-2,233 Reduced 8.06%	25,477 $634,000
Q3 2023 Nov 07, 2023	SELL	$24.62 - $24.86 $12,310 - $12,430	-500 Reduced 1.77%	27,710 $682,000
Q2 2023 Aug 11, 2023	BUY	$24.56 - $24.94 $61,768 - $62,724	2,515 Added 9.79%	28,210 $698,000
Q4 2022 Feb 14, 2023	BUY	$24.39 - $24.86 $334,118 - $340,557	13,699 Added 114.2%	25,695 $635,000
Q3 2022 Nov 14, 2022	BUY	$24.38 - $25.14 $292,462 - $301,579	11,996 New	11,996 $292,000

Others Institutions Holding BSMO

# of Institutions

114

Shares Held

5.14M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2024 MUNI

Ticker BSMO
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Masso Torrence Wealth Management Inc. Invesco Bulletshares 2024 Muni Transaction History