Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Bulletshares 2024 Muni Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 5,473 shares of BSMO stock, worth $135,839. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,473

Previous 5,473 -0.0%

Holding current value

$135,839

Previous $135,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$24.74 - $24.86 $130,280 - $130,912	-5,266 Reduced 49.04%	5,473 $135,000
Q1 2024 Apr 30, 2024	SELL	$24.74 - $24.95 $19,346 - $19,510	-782 Reduced 6.79%	10,739 $266,000
Q4 2023 Jan 30, 2024	SELL	$24.58 - $24.93 $348,814 - $353,781	-14,191 Reduced 55.19%	11,521 $287,000
Q3 2023 Oct 17, 2023	BUY	$24.62 - $24.86 $4,702 - $4,748	191 Added 0.75%	25,712 $633,000
Q2 2023 Jul 19, 2023	BUY	$24.56 - $24.94 $26,991 - $27,409	1,099 Added 4.5%	25,521 $632,000
Q1 2023 May 10, 2023	BUY	$24.66 - $24.97 $602,246 - $609,817	24,422 New	24,422 $608,000

Others Institutions Holding BSMO

# of Institutions

114

Shares Held

5.14M

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2024 MUNI

Ticker BSMO
Sector ETFs
Industry ETFs

More about BSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account

Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Bulletshares 2024 Muni Transaction History