Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Bulletshares 2028 Muni Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.53 Billion
  • Q1 2025

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 18,540 shares of BSMS stock, worth $425,307. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,540
Previous 15,957 16.19%
Holding current value
$425,307
Previous $372,000 15.32%
% of portfolio
0.02%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$23.1 - $23.56 $59,667 - $60,855
2,583 Added 16.19%
18,540 $429,000
Q4 2024

Jan 17, 2025
BUY
$23.26 - $23.6 $239,926 - $243,434
10,315 Added 182.83%
15,957 $372,000
Q3 2024

Nov 08, 2024
BUY
$23.15 - $23.58 $14,746 - $15,020
637 Added 12.73%
5,642 $133,000
Q2 2024

Aug 13, 2024
SELL
$23.05 - $23.43 $105,937 - $107,684
-4,596 Reduced 47.87%
5,005 $116,000
Q1 2024

Apr 30, 2024
BUY
$23.45 - $23.75 $32,196 - $32,608
1,373 Added 16.69%
9,601 $225,000
Q4 2023

Jan 30, 2024
SELL
$22.32 - $23.75 $99,748 - $106,138
-4,469 Reduced 35.2%
8,228 $195,000
Q3 2023

Oct 17, 2023
BUY
$22.53 - $23.52 $15,748 - $16,440
699 Added 5.83%
12,697 $286,000
Q2 2023

Jul 19, 2023
BUY
$23.08 - $23.89 $52,737 - $54,588
2,285 Added 23.53%
11,998 $280,000
Q1 2023

May 10, 2023
BUY
$23.18 - $23.92 $225,147 - $232,334
9,713 New
9,713 $229,000

Others Institutions Holding BSMS

# of Institutions
93
Shares Held
4.1M
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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