Modern Wealth Management, LLC Invesco Bulletshares 2028 Muni Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Modern Wealth Management, LLC holds 48,638 shares of BSMS stock, worth $1.13 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
48,638
Holding current value
$1.13 Million
% of portfolio
0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$22.66 - $23.35 $1.1 Million - $1.14 Million
48,638 New
48,638 $1.13 Million

Others Institutions Holding BSMS

# of Institutions
105
Shares Held
5.42M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

BSMS Quotes by TradingView
  • Ticker BSMS
  • Sector ETFs
  • Industry ETFs
More about BSMS
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