Masso Torrence Wealth Management Inc. Invesco Bulletshares 2025 Muni Transaction History

Masso Torrence Wealth Management Inc.

$178 Million
Q4 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Invesco Bulletshares 2025 Muni stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 25,036 shares of BSMP stock, worth $616,135. This represents 0.35% of its overall portfolio holdings.

Number of Shares

25,036

Previous 21,036 19.02%

Holding current value

$616,135

Previous $515,000 19.03%

% of portfolio

0.35%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$24.45 - $24.62 $97,800 - $98,480	4,000 Added 19.02%	25,036 $613,000
Q3 2024 Oct 23, 2024	SELL	$24.29 - $24.63 $7,772 - $7,881	-320 Reduced 1.5%	21,036 $515,000
Q2 2024 Jul 22, 2024	SELL	$24.2 - $24.39 $10,285 - $10,365	-425 Reduced 1.95%	21,356 $518,000
Q4 2023 Feb 01, 2024	SELL	$23.89 - $24.55 $7,883 - $8,101	-330 Reduced 1.49%	21,781 $534,000
Q2 2023 Aug 11, 2023	BUY	$24.16 - $24.64 $60,279 - $61,476	2,495 Added 12.72%	22,111 $538,000
Q1 2023 May 12, 2023	BUY	$24.18 - $24.7 $12,090 - $12,350	500 Added 2.62%	19,616 $481,000
Q4 2022 Feb 14, 2023	BUY	$23.73 - $24.49 $453,622 - $468,150	19,116 New	19,116 $464,000

Others Institutions Holding BSMP

# of Institutions

137

Shares Held

7.82M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2025 MUNI

Ticker BSMP
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Masso Torrence Wealth Management Inc. Invesco Bulletshares 2025 Muni Transaction History