Mb, Levis & Associates, LLC Invesco Bulletshares 2029 Muni Transaction History

Mb, Levis & Associates, LLC

$215 Billion
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 May 07, 2025	SELL	$22.83 - $23.36 $1.06 Million - $1.08 Million	-46,372 Closed	0 $0
Q3 2024 May 07, 2025	BUY	$22.87 - $23.34 $20,239 - $20,655	885 Added 1.95%	46,372 $1.08 Billion
Q2 2024 May 07, 2025	BUY	$22.73 - $23.17 $308,877 - $314,857	13,589 Added 42.6%	45,487 $1.04 Billion
Q1 2024 May 07, 2025	BUY	$23.21 - $23.53 $135,267 - $137,132	5,828 Added 22.36%	31,898 $741 Million
Q4 2023 May 07, 2025	BUY	$21.83 - $23.53 $68,175 - $73,484	3,123 Added 13.61%	26,070 $613 Million
Q3 2023 May 07, 2025	BUY	$22.11 - $23.13 $37,830 - $39,575	1,711 Added 8.06%	22,947 $508 Million
Q2 2023 May 07, 2025	BUY	$22.71 - $23.63 $81,142 - $84,429	3,573 Added 20.23%	21,236 $488 Million
Q1 2023 May 07, 2025	BUY	$22.84 - $23.63 $125,391 - $129,728	5,490 Added 45.1%	17,663 $413 Million
Q4 2022 May 07, 2025	BUY	$21.79 - $23.16 $265,249 - $281,926	12,173 New	12,173 $279 Million

Others Institutions Holding BSMT

# of Institutions

94

Shares Held

5.82M

Call Options Held

0

Put Options Held

0

About INVESCO BULLETSHARES 2029 MUNI

Ticker BSMT
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