Members Wealth LLC Invesco Bulletshares 2028 Muni Transaction History

Members Wealth LLC

$134 Billion
Q4 2024

A detailed history of Members Wealth LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Members Wealth LLC holds 17,166 shares of BSMS stock, worth $400,826. This represents 0.3% of its overall portfolio holdings.

Number of Shares

17,166

Holding current value

$400,826

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 17, 2025	BUY	$23.26 - $23.6 $399,281 - $405,117	17,166 New	17,166 $400 Million

Others Institutions Holding BSMS

# of Institutions

Shares Held

3.99M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

290K
Shares

$6.77 Million
0.0% of portfolio
Confluence Investment Management LLC

268K
Shares

$6.25 Million
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

254K
Shares

$5.94 Million
0.0% of portfolio
Morgan Stanley New York, NY

204K
Shares

$4.76 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

195K
Shares

$4.56 Million
0.01% of portfolio

View Full List

About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
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